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

Triad Wealth Partners’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
2025 Q4	–	Sell	-3,138	Closed	-$299K	–	465
2025 Q3	$299K	Sell	3,138 -30,429	-91%	-$2.85M	0.04%	294
2025 Q2	$3.11M	Buy	33,567 +6,550	+24%	+$590K	0.63%	34
2025 Q1	$2.45M	Buy	27,017 +6,087	+29%	+$551K	0.76%	31
2024 Q4	$1.86M	Buy	20,930 +8,392	+67%	+$766K	0.67%	32
2024 Q3	$1.17M	Buy	12,538 +12,397	+8,792%	+$1.13M	0.62%	36
2024 Q2	$12.5K	Buy	+141	New	+$12.5K	0.01%	423

Other funds holding EMB

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

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

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Triad Wealth Partners's EMB Position: Q4 2025 in Review

Triad Wealth Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2025, closing a stake of 3,138 shares — an estimated $299K sold.

Triad Wealth Partners first reported a position in EMB in Q2 2024 and held it in 6 quarters. The position peaked at $3.11M in Q2 2025. 961 funds tracked by Wall St. Rank hold EMB as of Q4 2025.

Triad Wealth Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2025 after selling out during the quarter.
Triad Wealth Partners sold 3,138 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2025, an estimated $299K.
Triad Wealth Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2024 and held it in 6 quarters.
Triad Wealth Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.11M in Q2 2025.
961 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2025.

Based on Triad Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.