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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

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

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. 134 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.
  • 134 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.