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Synergy Investment Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Synergy Investment Management’s Portfolio EMB Stock Details EMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,016
Closed -$1.27M – 220
2025
Q1 		$1.27M Buy
14,016
+796
+6% +$72.1K 0.53% 43
2024
Q4 		$1.18M Buy
+13,220
New +$1.21M 0.51% 39

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Synergy Investment Management's EMB Position: Q2 2025 in Review

Synergy Investment Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2025, closing a stake of 14,016 shares — an estimated $1.27M sold.

Synergy Investment Management first reported a position in EMB in Q4 2024 and held it in 2 quarters. The position peaked at $1.27M in Q1 2025. 843 funds tracked by Wall St. Rank hold EMB as of Q2 2025.

  • Synergy Investment Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 14,016 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2025, an estimated $1.27M.
  • Synergy Investment Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.27M in Q1 2025.
  • 843 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.