Transcend Capital Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Transcend Capital Advisors’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	-2,864	Closed	-$276K	–	735
2025 Q4	$276K	Sell	2,864 -327	-10%	-$31.4K	0.02%	548
2025 Q3	$304K	Sell	3,191 -146	-4%	-$13.7K	0.02%	528
2025 Q2	$309K	Buy	3,337 +522	+19%	+$47K	0.02%	450
2025 Q1	$255K	Buy	+2,815	New	+$255K	0.02%	509
2024 Q4	–	Sell	-3,333	Closed	-$312K	–	591
2024 Q3	$312K	Buy	3,333 +279	+9%	+$25.4K	0.02%	470
2024 Q2	$270K	Sell	3,054 -1,271	-29%	-$113K	0.02%	482
2024 Q1	$388K	Buy	4,325 +1,927	+80%	+$170K	0.03%	370
2023 Q4	$214K	Buy	+2,398	New	+$202K	0.02%	457
2023 Q2	–	Sell	-3,821	Closed	-$330K	–	493
2023 Q1	$330K	Buy	+3,821	New	+$329K	0.03%	348

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 $3.04B AUM

Transcend Capital Advisors's EMB Position: Q1 2026 in Review

Transcend Capital Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 2,864 shares — an estimated $276K sold.

Transcend Capital Advisors first reported a position in EMB in Q1 2023 and held it in 9 quarters. The position peaked at $388K in Q1 2024. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Transcend Capital Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Transcend Capital Advisors sold 2,864 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $276K.
Transcend Capital Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2023 and held it in 9 quarters.
Transcend Capital Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $388K in Q1 2024.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.