Wealth Advisory Solutions
EMB icon

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

Wealth Advisory Solutions’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 		$2.14M Buy
23,586
+146
+0.6% +$13.8K 0.44% 53
2026
Q2 		$2.26M Buy
23,440
+4,034
+21% +$386K 0.46% 50
2026
Q1 		$1.82M Buy
19,406
+15,553
+404% +$1.49M 0.41% 53
2025
Q4 		$371K Buy
3,853
+316
+9% +$30.4K 0.09% 103
2025
Q3 		$337K Buy
3,537
+10
+0.3% +$936 0.08% 109
2025
Q2 		$327K Buy
3,527
+361
+11% +$32.5K 0.08% 112
2025
Q1 		$287K Buy
+3,166
New +$287K 0.08% 116
2024
Q1 		– Sell
-2,358
Closed -$210K – 128
2023
Q4 		$210K Hold
2,358
– – 0.07% 78
2023
Q3 		$210K Buy
+2,358
New +$201K 0.04% 113
2023
Q2 		– Sell
-2,726
Closed -$235K – 105
2023
Q1 		$235K Sell
2,726
-3,425
-56% -$295K 0.06% 116
2022
Q4 		$520K Sell
6,151
-169
-3% -$14K 0.14% 89
2022
Q3 		$502K Buy
6,320
+142
+2% +$12.1K 0.14% 95
2022
Q2 		$527K Buy
6,178
+71
+1% +$6.42K 0.13% 96
2022
Q1 		$597K Buy
+6,107
New +$619K 0.12% 96
2021
Q3 		$577K Buy
5,238
+296
+6% +$33.2K 0.13% 103
2021
Q2 		$556K Buy
+4,942
New +$550K 0.13% 101
2021
Q1 		– Sell
-3,427
Closed -$397K – 150
2020
Q4 		$397K Sell
3,427
-200
-6% -$22.6K 0.11% 108
2020
Q3 		$402K Sell
3,627
-1,801
-33% -$202K 0.11% 120
2020
Q2 		$593K Sell
5,428
-12,027
-69% -$1.24M 0.17% 97
2020
Q1 		$1.69M Buy
17,455
+11,923
+216% +$1.31M 0.57% 57
2019
Q4 		$634K Buy
+5,532
New +$625K 0.17% 107

Other funds holding EMB

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Wealth Advisory Solutions's EMB Position: Q3 2026 in Review

Wealth Advisory Solutions increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.62% in Q3 2026, buying an estimated $13.8K and bringing the position to 23,586 shares worth $2.14M. The position accounts for 0.44% of the portfolio, ranked #53.

Wealth Advisory Solutions first reported a position in EMB in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.26M in Q2 2026. 178 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • Wealth Advisory Solutions held 23,586 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.14M as of Q3 2026.
  • Wealth Advisory Solutions bought 146 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $13.8K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.44% of Wealth Advisory Solutions's portfolio in Q3 2026, its #53 holding.
  • Wealth Advisory Solutions first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • Wealth Advisory Solutions's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.26M in Q2 2026.
  • 178 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.