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 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

United Advisor Group's EMB Position: Q2 2026 in Review

United Advisor Group increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 8.6% in Q2 2026, buying an estimated $74.9K and bringing the position to 9,912 shares worth $956K. The position accounts for 0.1% of the portfolio, ranked #220.

United Advisor Group first reported a position in EMB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q3 2025. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

United Advisor Group held 9,912 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $956K as of Q2 2026.
United Advisor Group bought 782 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $74.9K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.1% of United Advisor Group's portfolio in Q2 2026, its #220 holding.
United Advisor Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2024 and has held it in 8 quarters since.
United Advisor Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.05M in Q3 2025.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.