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

Trajan Wealth’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	$1.75M	Buy	18,597 +525	+3%	+$50.4K	0.07%	107
2025 Q4	$1.74M	Sell	18,072 -892	-5%	-$85.7K	0.07%	106
2025 Q3	$1.81M	Sell	18,964 -1,145	-6%	-$107K	0.08%	110
2025 Q2	$1.86M	Sell	20,109 -85	-0.4%	-$7.65K	0.09%	106
2025 Q1	$1.83M	Sell	20,194 -452	-2%	-$40.9K	0.1%	106
2024 Q4	$1.84M	Sell	20,646 -1,686	-8%	-$154K	0.1%	104
2024 Q3	$2.09M	Sell	22,332 -213	-0.9%	-$19.4K	0.12%	103
2024 Q2	$1.99M	Sell	22,545 -955	-4%	-$84.7K	0.13%	104
2024 Q1	$2.11M	Buy	+23,500	New	+$2.07M	0.14%	103

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $2.44B AUM

Trajan Wealth's EMB Position: Q1 2026 in Review

Trajan Wealth increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 2.9% in Q1 2026, buying an estimated $50.4K and bringing the position to 18,597 shares worth $1.75M. The position accounts for 0.07% of the portfolio, ranked #107.

Trajan Wealth first reported a position in EMB in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.11M in Q1 2024. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Trajan Wealth held 18,597 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.75M as of Q1 2026.
Trajan Wealth bought 525 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $50.4K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.07% of Trajan Wealth's portfolio in Q1 2026, its #107 holding.
Trajan Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2024 and has held it in 9 quarters since.
Trajan Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.11M in Q1 2024.
839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.