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 Q2	$1.78M	Sell	18,495 -102	-0.5%	-$9.77K	0.07%	108
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 $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

Trajan Wealth's EMB Position: Q2 2026 in Review

Trajan Wealth reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.55% in Q2 2026, selling an estimated $9.77K and leaving 18,495 shares worth $1.78M. The position accounts for 0.07% of the portfolio, ranked #108.

Trajan Wealth first reported a position in EMB in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.11M in Q1 2024. 835 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Trajan Wealth held 18,495 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.78M as of Q2 2026.
Trajan Wealth sold 102 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $9.77K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.07% of Trajan Wealth's portfolio in Q2 2026, its #108 holding.
Trajan Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2024 and has held it in 10 quarters since.
Trajan Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.11M in Q1 2024.
835 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.