Winch Advisory Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Winch Advisory Services’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	$19.2K	Buy	199 +2	+1%	+$192	﹤0.01%	265
2026 Q1	$18.5K	Buy	197 +2	+1%	+$192	﹤0.01%	250
2025 Q4	$18.8K	Buy	195 +3	+2%	+$288	﹤0.01%	247
2025 Q3	$18.3K	Buy	192 +3	+2%	+$281	﹤0.01%	248
2025 Q2	$17.5K	Buy	189 +2	+1%	+$180	﹤0.01%	241
2025 Q1	$16.9K	Buy	187 +2	+1%	+$181	﹤0.01%	236
2024 Q4	$16.4K	Buy	+185	New	+$16.9K	﹤0.01%	242
2015 Q2	–	Sell	-82	Closed	-$9K	–	305
2015 Q1	$9K	Buy	+82	New	+$9.11K	0.01%	163

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

Winch Advisory Services's EMB Position: Q2 2026 in Review

Winch Advisory Services increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 1% in Q2 2026, buying an estimated $192 and bringing the position to 199 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Winch Advisory Services first reported a position in EMB in Q1 2015 and has held it in 8 quarters since. 830 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Winch Advisory Services held 199 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $19.2K as of Q2 2026.
Winch Advisory Services bought 2 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $192.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #265 holding.
Winch Advisory Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2015 and has held it in 8 quarters since.
830 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.