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Tradition Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Tradition Wealth 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
Q1 		– Sell
-6,665
Closed -$642K – 533
2025
Q4 		$642K Sell
6,665
-15
-0.2% -$1.44K 0.05% 247
2025
Q3 		$636K Sell
6,680
-489
-7% -$45.8K 0.05% 245
2025
Q2 		$664K Sell
7,169
-36
-0.5% -$3.24K 0.05% 230
2025
Q1 		$653K Buy
7,205
+1,428
+25% +$129K 0.06% 217
2024
Q4 		$514K Sell
5,777
-186
-3% -$17K 0.05% 237
2024
Q3 		$558K Buy
5,963
+96
+2% +$8.75K 0.05% 229
2024
Q2 		$519K Sell
5,867
-1,620
-22% -$144K 0.05% 226
2024
Q1 		$671K Buy
7,487
+2,614
+54% +$230K 0.07% 178
2023
Q4 		$434K Sell
4,873
-269
-5% -$22.7K 0.05% 216
2023
Q3 		$424K Buy
5,142
+127
+3% +$10.8K 0.05% 203
2023
Q2 		$434K Buy
5,015
+236
+5% +$20.1K 0.05% 193
2023
Q1 		$412K Buy
4,779
+3,652
+324% +$315K 0.05% 202
2022
Q4 		$95K Sell
1,127
-183
-14% -$15.1K 0.01% 388
2022
Q3 		$104K Sell
1,310
-823
-39% -$70.3K 0.02% 358
2022
Q2 		$182K Sell
2,133
-27
-1% -$2.44K 0.03% 274
2022
Q1 		$211K Sell
2,160
-417
-16% -$42.3K 0.03% 283
2021
Q4 		$281K Sell
2,577
-684
-21% -$74.6K 0.04% 254
2021
Q3 		$359K Buy
3,261
+271
+9% +$30.4K 0.05% 202
2021
Q2 		$336K Buy
2,990
+5
+0.2% +$556 0.05% 221
2021
Q1 		$325K Buy
2,985
+2
+0.1% +$224 0.06% 203
2020
Q4 		$346K Buy
+2,983
New +$338K 0.07% 182

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Tradition Wealth Management's EMB Position: Q1 2026 in Review

Tradition Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 6,665 shares — an estimated $642K sold.

Tradition Wealth Management first reported a position in EMB in Q4 2020 and held it in 21 quarters. The position peaked at $671K in Q1 2024. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Tradition Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Tradition Wealth Management sold 6,665 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $642K.
  • Tradition Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2020 and held it in 21 quarters.
  • Tradition Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $671K in Q1 2024.
  • 840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.