VisionPoint Advisory Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

VisionPoint Advisory 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	$221K	Sell	2,289 -99	-4%	-$9.48K	0.04%	443
2026 Q1	$224K	Sell	2,388 -3,028	-56%	-$291K	0.04%	404
2025 Q4	$521K	Sell	5,416 -369	-6%	-$35.5K	0.1%	207
2025 Q3	$551K	Buy	5,785 +2,445	+73%	+$229K	0.11%	188
2025 Q2	$309K	Buy	+3,340	New	+$301K	0.07%	263
2024 Q4	–	Sell	-1,500	Closed	-$140K	–	301
2024 Q3	$140K	Sell	1,500 -70	-4%	-$6.38K	0.05%	202
2024 Q2	$139K	Buy	1,570 +1,321	+531%	+$117K	0.05%	192
2024 Q1	$22.3K	Buy	249 +13	+6%	+$1.15K	0.01%	371
2023 Q4	$20.9K	Sell	236 -222	-48%	-$18.7K	0.01%	348
2023 Q3	$37.8K	Sell	458 -1,481	-76%	-$126K	0.02%	270
2023 Q2	$168K	Buy	+1,939	New	+$166K	0.07%	144

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

VisionPoint Advisory Group's EMB Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 4.1% in Q2 2026, selling an estimated $9.48K and leaving 2,289 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #443.

VisionPoint Advisory Group first reported a position in EMB in Q2 2023 and has held it in 11 quarters since. The position peaked at $551K in Q3 2025. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

VisionPoint Advisory Group held 2,289 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $221K as of Q2 2026.
VisionPoint Advisory Group sold 99 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $9.48K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #443 holding.
VisionPoint Advisory Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and has held it in 11 quarters since.
VisionPoint Advisory Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $551K in Q3 2025.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.