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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
Q2 		$423K Sell
9,276
-651
-7% -$29.7K ﹤0.01% 1253
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

AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

Waverly Advisors's CEMB Position: Q2 2026 in Review

Waverly Advisors reduced its iShares JPMorgan EM Corporate Bond ETF (CEMB) stake by 6.6% in Q2 2026, selling an estimated $29.7K and leaving 9,276 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Waverly Advisors first reported a position in CEMB in Q1 2024 and has held it in 10 quarters since. The position peaked at $591K in Q1 2024. 102 funds tracked by Wall St. Rank hold CEMB as of Q2 2026.

  • Waverly Advisors held 9,276 shares of iShares JPMorgan EM Corporate Bond ETF worth $423K as of Q2 2026.
  • Waverly Advisors sold 651 iShares JPMorgan EM Corporate Bond ETF shares in Q2 2026, an estimated $29.7K.
  • iShares JPMorgan EM Corporate Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1253 holding.
  • Waverly Advisors first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Waverly Advisors's iShares JPMorgan EM Corporate Bond ETF position peaked at $591K in Q1 2024.
  • 102 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.