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 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 $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

United Advisor Group's EMB Position: Q1 2026 in Review

United Advisor Group increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 5% in Q1 2026, buying an estimated $41.7K and bringing the position to 9,130 shares worth $858K. The position accounts for 0.11% of the portfolio, ranked #212.

United Advisor Group first reported a position in EMB in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q3 2025. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

United Advisor Group held 9,130 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $858K as of Q1 2026.
United Advisor Group bought 434 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $41.7K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.11% of United Advisor Group's portfolio in Q1 2026, its #212 holding.
United Advisor Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2024 and has held it in 7 quarters since.
United Advisor Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.05M in Q3 2025.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.