WealthTrak Capital Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

WealthTrak Capital Management’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 Q2	$563K	Buy	5,841 +302	+5%	+$28.9K	0.37%	52
2026 Q1	$520K	Buy	5,539 +1	+0%	+$96	0.37%	52
2025 Q4	$533K	Sell	5,538 -1,306	-19%	-$125K	0.38%	48
2025 Q3	$651K	Buy	6,844 +2,487	+57%	+$233K	0.54%	49
2025 Q2	$404K	Sell	4,357 -5,243	-55%	-$472K	0.34%	54
2025 Q1	$870K	Sell	9,600 -8,356	-47%	-$756K	0.75%	33
2024 Q4	$1.6M	Buy	+17,956	New	+$1.64M	1.35%	20

Other funds holding EMB

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

AHSSHC

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

WealthTrak Capital Management's EMB Position: Q2 2026 in Review

WealthTrak Capital Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 5.5% in Q2 2026, buying an estimated $28.9K and bringing the position to 5,841 shares worth $563K. The position accounts for 0.37% of the portfolio, ranked #52.

WealthTrak Capital Management first reported a position in EMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q4 2024. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

WealthTrak Capital Management held 5,841 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $563K as of Q2 2026.
WealthTrak Capital Management bought 302 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $28.9K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.37% of WealthTrak Capital Management's portfolio in Q2 2026, its #52 holding.
WealthTrak Capital Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 7 quarters since.
WealthTrak Capital Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.6M in Q4 2024.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on WealthTrak Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.