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

Western Wealth 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 Q1	$1.31M	Buy	+13,908	New	+$1.34M	0.05%	363
2023 Q3	–	Sell	-2,562	Closed	-$222K	–	660
2023 Q2	$222K	Buy	2,562 +180	+8%	+$15.4K	0.02%	591
2023 Q1	$205K	Buy	+2,382	New	+$205K	0.02%	598
2022 Q4	–	Sell	-3,161	Closed	-$251K	–	650
2022 Q3	$251K	Sell	3,161 -636	-17%	-$54.4K	0.01%	679
2022 Q2	$324K	Sell	3,797 -612	-14%	-$55.3K	0.02%	586
2022 Q1	$431K	Sell	4,409 -4,807	-52%	-$487K	0.02%	575
2021 Q4	$1.01M	Buy	+9,216	New	+$1.01M	0.1%	194
2021 Q2	$1.13M	Buy	10,064 +2,873	+40%	+$320K	0.12%	191
2021 Q1	$783K	Sell	7,191 -66	-0.9%	-$7.38K	0.11%	197
2020 Q4	$841K	Sell	7,257 -1,658	-19%	-$188K	0.12%	180
2020 Q3	$990K	Buy	8,915 +1,618	+22%	+$182K	0.16%	145
2020 Q2	$797K	Sell	7,297 -297	-4%	-$30.7K	0.14%	155
2020 Q1	$735K	Buy	7,594 +2,699	+55%	+$298K	0.17%	135
2019 Q4	$561K	Sell	4,895 -980	-17%	-$111K	0.09%	220
2019 Q3	$664K	Buy	5,875 +3,701	+170%	+$421K	0.14%	171
2019 Q2	$246K	Sell	2,174 -621	-22%	-$68.5K	0.03%	345
2019 Q1	$307K	Buy	2,795 +715	+34%	+$77.1K	0.07%	282
2018 Q4	$215K	Buy	+2,080	New	+$217K	0.06%	313

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

Western Wealth Management's EMB Position: Q1 2026 in Review

Western Wealth Management opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026: 13,908 shares worth $1.31M. The stake represents 0.05% of the portfolio and ranks #363 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in EMB as recently as Q2 2023.

Western Wealth Management first reported a position in EMB in Q4 2018 and has held it in 18 quarters since. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Western Wealth Management held 13,908 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.31M as of Q1 2026.
iShares JPMorgan USD Emerging Markets Bond ETF was a new Western Wealth Management position in Q1 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.05% of Western Wealth Management's portfolio in Q1 2026, its #363 holding.
Western Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and has held it in 18 quarters since.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.