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 Q3	$200K	Sell	2,207 -82	-4%	-$7.75K	0.03%	447
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%	+$1.14K	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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

VisionPoint Advisory Group's EMB Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 3.6% in Q3 2026, selling an estimated $7.75K and leaving 2,207 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #447.

VisionPoint Advisory Group first reported a position in EMB in Q2 2023 and has held it in 12 quarters since. The position peaked at $551K in Q3 2025. 193 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

VisionPoint Advisory Group held 2,207 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $200K as of Q3 2026.
VisionPoint Advisory Group sold 82 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $7.75K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.03% of VisionPoint Advisory Group's portfolio in Q3 2026, its #447 holding.
VisionPoint Advisory Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and has held it in 12 quarters since.
VisionPoint Advisory Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $551K in Q3 2025.
193 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.