Waverly Advisors’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

Waverly Advisors’s Portfolio CEMB Stock Details CEMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$450K	Buy	9,927 +14	+0.1%	+$642	﹤0.01%	1134
2025 Q4	$455K	Sell	9,913 -665	-6%	-$30.6K	﹤0.01%	1048
2025 Q3	$489K	Sell	10,578 -152	-1%	-$6.95K	﹤0.01%	857
2025 Q2	$488K	Hold	10,730	–	–	0.01%	807
2025 Q1	$485K	Sell	10,730 -775	-7%	-$34.8K	0.01%	780
2024 Q4	$511K	Sell	11,505 -753	-6%	-$33.9K	0.01%	680
2024 Q3	$564K	Sell	12,258 -30	-0.2%	-$1.35K	0.01%	558
2024 Q2	$544K	Sell	12,288 -1,003	-8%	-$44.2K	0.01%	563
2024 Q1	$591K	Buy	+13,291	New	+$586K	0.01%	447

Other funds holding CEMB

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors's CEMB Position: Q1 2026 in Review

Waverly Advisors increased its iShares JPMorgan EM Corporate Bond ETF (CEMB) stake by 0.14% in Q1 2026, buying an estimated $642 and bringing the position to 9,927 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Waverly Advisors first reported a position in CEMB in Q1 2024 and has held it in 9 quarters since. The position peaked at $591K in Q1 2024. 86 funds tracked by Wall St. Rank hold CEMB as of Q1 2026.

Waverly Advisors held 9,927 shares of iShares JPMorgan EM Corporate Bond ETF worth $450K as of Q1 2026.
Waverly Advisors bought 14 iShares JPMorgan EM Corporate Bond ETF shares in Q1 2026, an estimated $642.
iShares JPMorgan EM Corporate Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1134 holding.
Waverly Advisors first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Waverly Advisors's iShares JPMorgan EM Corporate Bond ETF position peaked at $591K in Q1 2024.
86 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.