U.S. Capital Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

U.S. Capital Wealth 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	-6,865	Closed	-$661K	–	1031
2025 Q4	$661K	Buy	6,865 +470	+7%	+$45.2K	0.02%	589
2025 Q3	$609K	Buy	6,395 +22	+0.3%	+$2.06K	0.02%	587
2025 Q2	$590K	Buy	6,373 +516	+9%	+$46.5K	0.02%	556
2025 Q1	$531K	Buy	5,857 +369	+7%	+$33.4K	0.02%	577
2024 Q4	$489K	Buy	5,488 +599	+12%	+$54.7K	0.02%	565
2024 Q3	$457K	Sell	4,889 -13	-0.3%	-$1.19K	0.02%	499
2024 Q2	$434K	Buy	4,902 +462	+10%	+$41K	0.02%	484
2024 Q1	$398K	Sell	4,440 -9,927	-69%	-$874K	0.02%	504
2023 Q4	$1.28M	Buy	14,367 +3,255	+29%	+$274K	0.05%	296
2023 Q3	$917K	Buy	11,112 +7,951	+252%	+$678K	0.04%	327
2023 Q2	$274K	Sell	3,161 -192	-6%	-$16.4K	0.01%	555
2023 Q1	$289K	Buy	3,353 +2,886	+618%	+$249K	0.01%	547
2022 Q4	$39.5K	Buy	+467	New	+$38.6K	﹤0.01%	935

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

U.S. Capital Wealth Advisors's EMB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 6,865 shares — an estimated $661K sold.

U.S. Capital Wealth Advisors first reported a position in EMB in Q4 2022 and held it in 13 quarters. The position peaked at $1.28M in Q4 2023. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

U.S. Capital Wealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 6,865 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $661K.
U.S. Capital Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022 and held it in 13 quarters.
U.S. Capital Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.28M in Q4 2023.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.