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
2026 Q2	$88.8K	Buy	+939	New	+$89.9K	0.02%	286
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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Synergy Investment Management's EMB Position: Q2 2026 in Review

Synergy Investment Management opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026: 939 shares worth $88.8K. The stake represents 0.02% of the portfolio and ranks #286 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in EMB as recently as Q1 2025.

Synergy Investment Management first reported a position in EMB in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.27M in Q1 2025. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Synergy Investment Management held 939 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $88.8K as of Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF was a new Synergy Investment Management position in Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #286 holding.
Synergy Investment Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 3 quarters since.
Synergy Investment Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.27M in Q1 2025.
838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.