Windsor Advisory Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Windsor Advisory Group’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	$25.5K	Buy	+272	New	+$26.1K	0.02%	76
2024 Q4	–	Sell	-166	Closed	-$15.5K	–	87
2024 Q3	$15.5K	Buy	+166	New	+$15.1K	0.02%	75
2024 Q1	–	Sell	-134	Closed	-$11.9K	–	52
2023 Q4	$11.9K	Buy	134 +33	+33%	+$2.78K	0.04%	53
2023 Q3	$8.34K	Buy	+101	New	+$8.62K	0.02%	59

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 $2.44B AUM

Windsor Advisory Group's EMB Position: Q1 2026 in Review

Windsor Advisory Group opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026: 272 shares worth $25.5K. The stake represents 0.02% of the portfolio and ranks #76 among its holdings. This is a return to the name: Windsor Advisory Group previously reported a position in EMB as recently as Q3 2024.

Windsor Advisory Group first reported a position in EMB in Q3 2023 and has held it in 4 quarters since. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Windsor Advisory Group held 272 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $25.5K as of Q1 2026.
iShares JPMorgan USD Emerging Markets Bond ETF was a new Windsor Advisory Group position in Q1 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of Windsor Advisory Group's portfolio in Q1 2026, its #76 holding.
Windsor Advisory Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2023 and has held it in 4 quarters since.
839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.