Wealthstream Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Wealthstream Advisors’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
2025 Q3	$270K	Buy	2,838 +5	+0.2%	+$468	0.04%	141
2025 Q2	$262K	Sell	2,833 -2,325	-45%	-$209K	0.04%	135
2025 Q1	$467K	Buy	5,158 +15	+0.3%	+$1.36K	0.09%	82
2024 Q4	$458K	Buy	5,143 +163	+3%	+$14.9K	0.08%	84
2024 Q3	$466K	Buy	4,980 +42	+0.9%	+$3.83K	0.08%	80
2024 Q2	$437K	Buy	4,938 +105	+2%	+$9.31K	0.16%	77
2024 Q1	$433K	Buy	4,833 +1,051	+28%	+$92.6K	0.16%	76
2023 Q4	$337K	Buy	3,782 +644	+21%	+$54.2K	0.14%	89
2023 Q3	$259K	Sell	3,138 -1,184	-27%	-$101K	0.13%	88
2023 Q2	$374K	Buy	4,322 +1,277	+42%	+$109K	0.2%	62
2023 Q1	$263K	Buy	+3,045	New	+$262K	0.16%	64

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthstream Advisors's EMB Position: Q3 2025 in Review

Wealthstream Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.18% in Q3 2025, buying an estimated $468 and bringing the position to 2,838 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #141.

Wealthstream Advisors first reported a position in EMB in Q1 2023 and has held it in 11 quarters since. The position peaked at $467K in Q1 2025. 889 funds tracked by Wall St. Rank hold EMB as of Q3 2025.

Wealthstream Advisors held 2,838 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $270K as of Q3 2025.
Wealthstream Advisors bought 5 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2025, an estimated $468.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.04% of Wealthstream Advisors's portfolio in Q3 2025, its #141 holding.
Wealthstream Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2023 and has held it in 11 quarters since.
Wealthstream Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $467K in Q1 2025.
889 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.