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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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $2.44B AUM

Wealth Advisory Solutions's EMB Position: Q1 2026 in Review

Wealth Advisory Solutions increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 404% in Q1 2026, buying an estimated $1.49M and bringing the position to 19,406 shares worth $1.82M. The position accounts for 0.41% of the portfolio, ranked #53.

Wealth Advisory Solutions first reported a position in EMB in Q4 2019 and has held it in 19 quarters since. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Wealth Advisory Solutions held 19,406 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.82M as of Q1 2026.
  • Wealth Advisory Solutions bought 15,553 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $1.49M.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.41% of Wealth Advisory Solutions's portfolio in Q1 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 19 quarters since.
  • 840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.