West Branch Capital’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$32.3K Hold
335
0.01% 161
2026
Q1
$31.5K Hold
335
0.01% 157
2025
Q4
$32.3K Hold
335
0.01% 156
2025
Q3
$31.9K Hold
335
0.01% 168
2025
Q2
$31K Hold
335
0.01% 173
2025
Q1
$30.3K Hold
335
0.01% 185
2024
Q4
$29.8K Hold
335
0.01% 189
2024
Q3
$31.4K Sell
335
-105
-24% -$9.57K 0.01% 190
2024
Q2
$38.9K Hold
440
0.01% 176
2024
Q1
$39.5K Hold
440
0.02% 177
2023
Q4
$39.2K Hold
440
0.02% 174
2023
Q3
$36.3K Hold
440
0.02% 180
2023
Q2
$38.1K Sell
440
-1,462
-77% -$125K 0.02% 185
2023
Q1
$164K Hold
1,902
0.09% 86
2022
Q4
$161K Sell
1,902
-120
-6% -$9.92K 0.1% 86
2022
Q3
$161K Hold
2,022
0.1% 86
2022
Q2
$173K Sell
2,022
-58
-3% -$5.24K 0.1% 86
2022
Q1
$203K Sell
2,080
-100
-5% -$10.1K 0.1% 82
2021
Q4
$238K Buy
2,180
+568
+35% +$62K 0.1% 81
2021
Q3
$177K Sell
1,612
-130
-7% -$14.6K 0.09% 91
2021
Q2
$196K Buy
+1,742
New +$194K 0.1% 90

Other funds holding EMB

West Branch Capital's EMB Position: Q2 2026 in Review

West Branch Capital held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q2 2026 at 335 shares worth $32.3K. The position accounts for 0.01% of the portfolio, ranked #161.

West Branch Capital first reported a position in EMB in Q2 2021 and has held it in 21 quarters since. The position peaked at $238K in Q4 2021. 195 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • West Branch Capital held 335 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $32.3K as of Q2 2026.
  • West Branch Capital left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q2 2026.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #161 holding.
  • West Branch Capital first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $238K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.