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

Wealth Alliance’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	-15,629	Closed	-$1.5M	–	561
2025 Q4	$1.5M	Buy	15,629 +3,712	+31%	+$357K	0.15%	130
2025 Q3	$1.13M	Buy	11,917 +1,177	+11%	+$110K	0.12%	158
2025 Q2	$995K	Buy	10,740 +1,559	+17%	+$140K	0.11%	168
2025 Q1	$832K	Buy	9,181 +2,677	+41%	+$242K	0.1%	183
2024 Q4	$579K	Buy	6,504 +1,058	+19%	+$96.6K	0.07%	234
2024 Q3	$510K	Buy	5,446 +79	+1%	+$7.2K	0.06%	262
2024 Q2	$475K	Sell	5,367 -1,634	-23%	-$145K	0.06%	261
2024 Q1	$628K	Buy	7,001 +3,247	+86%	+$286K	0.08%	230
2023 Q4	$334K	Buy	3,754 +712	+23%	+$60K	0.05%	351
2023 Q3	$251K	Buy	3,042 +66	+2%	+$5.63K	0.04%	401
2023 Q2	$258K	Sell	2,976 -1,692	-36%	-$144K	0.04%	424
2023 Q1	$403K	Buy	+4,668	New	+$402K	0.07%	284

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

Wealth Alliance's EMB Position: Q1 2026 in Review

Wealth Alliance sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 15,629 shares — an estimated $1.5M sold.

Wealth Alliance first reported a position in EMB in Q1 2023 and held it in 12 quarters. The position peaked at $1.5M in Q4 2025. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Wealth Alliance reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Wealth Alliance sold 15,629 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $1.5M.
Wealth Alliance first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2023 and held it in 12 quarters.
Wealth Alliance's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.5M in Q4 2025.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.