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

WBH Advisory’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 Q1	–	Sell	-14,004	Closed	-$1.35M	–	355
2025 Q4	$1.35M	Buy	+14,004	New	+$1.35M	0.1%	139
2025 Q2	–	Sell	-2,239	Closed	-$203K	–	341
2025 Q1	$203K	Sell	2,239 -19	-0.8%	-$1.72K	0.02%	320
2024 Q4	$201K	Sell	2,258 -111	-5%	-$10.1K	0.02%	317
2024 Q3	$222K	Sell	2,369 -1	-0%	-$91	0.02%	308
2024 Q2	$210K	Sell	2,370 -455	-16%	-$40.3K	0.02%	297
2024 Q1	$253K	Sell	2,825 -10,024	-78%	-$883K	0.03%	280
2023 Q4	$1.14M	Sell	12,849 -11,794	-48%	-$993K	0.13%	139
2023 Q3	$2.03M	Buy	24,643 +11,940	+94%	+$1.02M	0.25%	83
2023 Q2	$1.1M	Buy	12,703 +2,924	+30%	+$250K	0.13%	138
2023 Q1	$844K	Buy	+9,779	New	+$843K	0.11%	158
2022 Q3	–	Sell	-12,220	Closed	-$1.03M	–	293
2022 Q2	$1.03M	Buy	12,220 +1,211	+11%	+$109K	0.14%	135
2022 Q1	$1.02M	Buy	11,009 +1,468	+15%	+$149K	0.13%	142
2021 Q4	$1.04M	Buy	+9,541	New	+$1.04M	0.12%	152

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

WBH Advisory's EMB Position: Q1 2026 in Review

WBH Advisory sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 14,004 shares — an estimated $1.35M sold.

WBH Advisory first reported a position in EMB in Q4 2021 and held it in 13 quarters. The position peaked at $2.03M in Q3 2023. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

WBH Advisory reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
WBH Advisory sold 14,004 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $1.35M.
WBH Advisory first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and held it in 13 quarters.
WBH Advisory's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.03M in Q3 2023.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.