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

Unique Wealth Strategies’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 		$1.06M Buy
11,025
+2,832
+35% +$271K 0.39% 60
2026
Q1 		$770K Sell
8,193
-2,408
-23% -$231K 0.31% 77
2025
Q4 		$1.02M Buy
10,601
+3,042
+40% +$292K 0.4% 60
2025
Q3 		$720K Sell
7,559
-976
-11% -$91.4K 0.28% 92
2025
Q2 		$790K Buy
8,535
+1,169
+16% +$105K 0.33% 71
2025
Q1 		$667K Sell
7,366
-3,048
-29% -$276K 0.3% 74
2024
Q4 		$927K Buy
10,414
+3,242
+45% +$296K 0.4% 60
2024
Q3 		$671K Sell
7,172
-1,035
-13% -$94.3K 0.28% 91
2024
Q2 		$736K Hold
8,207
– – 0.34% 84
2024
Q1 		$736K Buy
8,207
+4,326
+111% +$381K 0.36% 84
2023
Q4 		$346K Buy
+3,881
New +$327K 0.23% 124

Other funds holding EMB

PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Unique Wealth Strategies's EMB Position: Q2 2026 in Review

Unique Wealth Strategies increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 35% in Q2 2026, buying an estimated $271K and bringing the position to 11,025 shares worth $1.06M. The position accounts for 0.39% of the portfolio, ranked #60.

Unique Wealth Strategies first reported a position in EMB in Q4 2023 and has held it in 11 quarters since. 134 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Unique Wealth Strategies held 11,025 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.06M as of Q2 2026.
  • Unique Wealth Strategies bought 2,832 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $271K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.39% of Unique Wealth Strategies's portfolio in Q2 2026, its #60 holding.
  • Unique Wealth Strategies first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 134 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.