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United Advisor Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

United Advisor Group’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
Q3 		$776K Sell
8,538
-1,374
-14% -$130K 0.07% 265
2026
Q2 		$956K Buy
9,912
+782
+9% +$74.9K 0.1% 220
2026
Q1 		$858K Buy
9,130
+434
+5% +$41.7K 0.11% 212
2025
Q4 		$837K Sell
8,696
-2,300
-21% -$221K 0.1% 206
2025
Q3 		$1.05M Buy
10,996
+495
+5% +$46.3K 0.14% 160
2025
Q2 		$973K Buy
10,501
+1,261
+14% +$114K 0.17% 139
2025
Q1 		$837K Buy
9,240
+893
+11% +$80.8K 0.17% 131
2024
Q4 		$743K Buy
8,347
+6,021
+259% +$550K 0.15% 155
2024
Q3 		$218K Buy
+2,326
New +$212K 0.05% 321

Other funds holding EMB

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

United Advisor Group's EMB Position: Q3 2026 in Review

United Advisor Group reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 14% in Q3 2026, selling an estimated $130K and leaving 8,538 shares worth $776K. The position accounts for 0.07% of the portfolio, ranked #265.

United Advisor Group first reported a position in EMB in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.05M in Q3 2025. 529 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • United Advisor Group held 8,538 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $776K as of Q3 2026.
  • United Advisor Group sold 1,374 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $130K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.07% of United Advisor Group's portfolio in Q3 2026, its #265 holding.
  • United Advisor Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2024 and has held it in 9 quarters since.
  • United Advisor Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.05M in Q3 2025.
  • 529 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.