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Yoffe Investment Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Yoffe Investment 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
Q2 		$799K Buy
8,285
+14
+0.2% +$1.34K 0.91% 39
2026
Q1 		$777K Buy
8,271
+9
+0.1% +$865 1% 32
2025
Q4 		$795K Buy
8,262
+17
+0.2% +$1.63K 1.02% 28
2025
Q3 		$785K Buy
8,245
+13
+0.2% +$1.22K 1.02% 30
2025
Q2 		$762K Buy
8,232
+14
+0.2% +$1.26K 1.04% 29
2025
Q1 		$745K Buy
8,218
+8
+0.1% +$724 1.09% 27
2024
Q4 		$731K Buy
+8,210
New +$749K 1.09% 26

Other funds holding EMB

PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Yoffe Investment Management's EMB Position: Q2 2026 in Review

Yoffe Investment Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.17% in Q2 2026, buying an estimated $1.34K and bringing the position to 8,285 shares worth $799K. The position accounts for 0.91% of the portfolio, ranked #39.

Yoffe Investment Management first reported a position in EMB in Q4 2024 and has held it in 7 quarters since. 129 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Yoffe Investment Management held 8,285 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $799K as of Q2 2026.
  • Yoffe Investment Management bought 14 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $1.34K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.91% of Yoffe Investment Management's portfolio in Q2 2026, its #39 holding.
  • Yoffe Investment Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.