Western Wealth Management
EMB icon

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
Q3 		$5.1M Buy
31,335
+17,985
+135% +$1.7M 0.17% 118
2026
Q2 		$1.29M Sell
13,350
-558
-4% -$53.4K 0.04% 409
2026
Q1 		$1.31M Buy
+13,908
New +$1.34M 0.05% 364
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

Western Wealth Management's EMB Position: Q3 2026 in Review

Western Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 135% in Q3 2026, buying an estimated $1.7M and bringing the position to 31,335 shares worth $5.1M. The position accounts for 0.17% of the portfolio, ranked #118.

Western Wealth Management first reported a position in EMB in Q4 2018 and has held it in 20 quarters since. 529 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • Western Wealth Management held 31,335 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $5.1M as of Q3 2026.
  • Western Wealth Management bought 17,985 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $1.7M.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.17% of Western Wealth Management's portfolio in Q3 2026, its #118 holding.
  • Western Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and has held it in 20 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.