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 Q2	–	Sell	-272	Closed	-$25.5K	–	100
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 $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

Windsor Advisory Group's EMB Position: Q2 2026 in Review

Windsor Advisory Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026, closing a stake of 272 shares — an estimated $25.5K sold.

Windsor Advisory Group first reported a position in EMB in Q3 2023 and held it in 4 quarters. The position peaked at $25.5K in Q1 2026. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Windsor Advisory Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2026 after selling out during the quarter.
Windsor Advisory Group sold 272 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $25.5K.
Windsor Advisory Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2023 and held it in 4 quarters.
Windsor Advisory Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $25.5K in Q1 2026.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.