WhitTier Trust Company’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

WhitTier Trust Company’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 Q4	–	Sell	-123	Closed	-$11.7K	–	1285
2025 Q3	$11.7K	Hold	123	–	–	﹤0.01%	991
2025 Q2	$11.4K	Hold	123	–	–	﹤0.01%	1122
2025 Q1	$11.1K	Sell	123 -278	-69%	-$25.2K	﹤0.01%	1089
2024 Q4	$35.7K	Hold	401	–	–	﹤0.01%	819
2024 Q3	$37.5K	Buy	401 +278	+226%	+$25.3K	﹤0.01%	810
2024 Q2	$10.9K	Buy	123 +105	+583%	+$9.31K	﹤0.01%	984
2024 Q1	$1.61K	Sell	18 -230	-93%	-$20.3K	﹤0.01%	1140
2023 Q4	$22.1K	Buy	248 +165	+199%	+$13.9K	﹤0.01%	815
2023 Q3	$6.85K	Hold	83	–	–	﹤0.01%	953
2023 Q2	$7.18K	Hold	83	–	–	﹤0.01%	994
2023 Q1	$7.16K	Hold	83	–	–	﹤0.01%	989
2022 Q4	$7.02K	Hold	83	–	–	﹤0.01%	989
2022 Q3	$7K	Sell	83 -499	-86%	-$42.7K	﹤0.01%	949
2022 Q2	$50K	Buy	582 +499	+601%	+$45.1K	﹤0.01%	674
2022 Q1	$8K	Sell	83 -250	-75%	-$25.3K	﹤0.01%	956
2021 Q4	$36K	Hold	333	–	–	﹤0.01%	723
2021 Q3	$37K	Buy	333 +18	+6%	+$2.02K	﹤0.01%	727
2021 Q2	$35K	Hold	315	–	–	﹤0.01%	711
2021 Q1	$34K	Hold	315	–	–	﹤0.01%	702
2020 Q4	$37K	Hold	315	–	–	﹤0.01%	665
2020 Q3	$35K	Hold	315	–	–	﹤0.01%	661
2020 Q2	$34K	Hold	315	–	–	﹤0.01%	638
2020 Q1	$30K	Hold	315	–	–	﹤0.01%	638
2019 Q4	$36K	Hold	315	–	–	﹤0.01%	651
2019 Q3	$36K	Hold	315	–	–	﹤0.01%	650
2019 Q2	$36K	Hold	315	–	–	﹤0.01%	645
2019 Q1	$35K	Hold	315	–	–	﹤0.01%	649
2018 Q4	$33K	Hold	315	–	–	﹤0.01%	642
2018 Q3	$34K	Hold	315	–	–	﹤0.01%	671
2018 Q2	$34K	Hold	315	–	–	﹤0.01%	671
2018 Q1	$36K	Hold	315	–	–	﹤0.01%	669
2017 Q4	$37K	Hold	315	–	–	﹤0.01%	620
2017 Q3	$37K	Hold	315	–	–	﹤0.01%	597
2017 Q2	$36K	Hold	315	–	–	﹤0.01%	596
2017 Q1	$36K	Hold	315	–	–	﹤0.01%	588
2016 Q4	$35K	Hold	315	–	–	﹤0.01%	594
2016 Q3	$37K	Hold	315	–	–	﹤0.01%	570
2016 Q2	$36K	Hold	315	–	–	﹤0.01%	575
2016 Q1	$35K	Hold	315	–	–	﹤0.01%	576
2015 Q4	$33K	Hold	315	–	–	﹤0.01%	589
2015 Q3	$34K	Hold	315	–	–	﹤0.01%	588
2015 Q2	$35K	Sell	315 -2,665	-89%	-$298K	﹤0.01%	596
2015 Q1	$334K	Hold	2,980	–	–	0.04%	302
2014 Q4	$327K	Hold	2,980	–	–	0.04%	303
2014 Q3	$336K	Hold	2,980	–	–	0.04%	282
2014 Q2	$344K	Hold	2,980	–	–	0.04%	277
2014 Q1	$332K	Sell	2,980 -130	-4%	-$14.2K	0.04%	279
2013 Q4	$336K	Sell	3,110 -2,565	-45%	-$280K	0.04%	273
2013 Q3	$619K	Hold	5,675	–	–	0.08%	196
2013 Q2	$622K	Buy	+5,675	New	+$663K	0.09%	187

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

WhitTier Trust Company's EMB Position: Q4 2025 in Review

WhitTier Trust Company sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2025, closing a stake of 123 shares — an estimated $11.7K sold.

WhitTier Trust Company first reported a position in EMB in Q2 2013 and held it in 50 quarters. The position peaked at $622K in Q2 2013. 961 funds tracked by Wall St. Rank hold EMB as of Q4 2025.

WhitTier Trust Company reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2025 after selling out during the quarter.
WhitTier Trust Company sold 123 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2025, an estimated $11.7K.
WhitTier Trust Company first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and held it in 50 quarters.
WhitTier Trust Company's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $622K in Q2 2013.
961 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2025.

Based on WhitTier Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.