Great Diamond Partners, LLC EMB — ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF

Ownership history in Great Diamond Partners, LLC  ·  15 quarters on record

AI Ownership Summary

Great Diamond Partners, LLC reported ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF (EMB) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.67% in 2024 Q3. The latest visible filing shows EMB at 0.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Great Diamond Partners, LLC's position in ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EMB was reported at 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EMB stock page Great Diamond Partners, LLC fund profile Great Diamond Partners, LLC full holdings
How Great Diamond Partners, LLC held EMB — position size vs. price
% of Fund (quarterly)    EMB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 34,688 +3,462 +11.1% 0.63% $3.3M 2026-05-12 $95.72
2025 Q4 ADDED — — — 31,226 +568 +1.9% 0.58% $3.0M 2026-02-06 $95.41
2025 Q3 ADDED — — — 30,658 +1,518 +5.2% 0.57% $2.9M 2025-10-20 $93.34
2025 Q2 ADDED — — — 29,140 +19,958 +217.4% 0.57% $2.7M 2025-08-13 $90.62
2025 Q1 REDUCED 67.2% +3.6% ❌ 9,182 -18,847 -67.2% 0.23% $832K 2025-05-13 $85.78
2024 Q3 REDUCED — — — 28,029 -100 -0.4% 0.67% $2.6M 2024-10-25 $83.77
2024 Q2 REDUCED — — — 28,129 -972 -3.3% 0.58% $2.5M 2024-07-29 $81.51
2024 Q1 REDUCED — — — 29,101 -24 -0.1% 0.60% $2.6M 2024-05-08 $79.62
2023 Q4 ADDED — — — 29,125 +424 +1.5% 0.64% $2.6M 2024-02-07 $77.74
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EMB

As of 2026 Q1 — sorted by position size

First Trust Bank, Ltd. 3Y 7Y 29.17% Polianta Ltd 3Y 7Y 26.81% ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 3Y 7Y 20.83% SBI Okasan Asset Management Co.Ltd. 13.27% PRUDENT INVESTORS NETWORK, INC. 3Y 9.97% Nationwide Fund Advisors 3Y 7Y 8.86% Hamilton Capital, LLC 3Y 7Y 7.56% PAYDEN & RYGEL 3Y 7Y 6.63% Finhabits Advisors LLC 5.26% Financial Sense Advisors, Inc. 3Y 7Y 5.02%

FAQ About Great Diamond Partners, LLC and EMB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Great Diamond Partners, LLC reported owning EMB?

Great Diamond Partners, LLC reported EMB across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EMB position in Great Diamond Partners, LLC's portfolio?

The largest reported portfolio weight for EMB was 0.67% in 2024 Q3.

What is the latest reported EMB position on this page?

The most recent filing on this page is 2026 Q1, when Great Diamond Partners, LLC reported 34,688 shares, equal to 0.63% of portfolio, with an estimated market value of $3.3M.

What does the chart on this EMB ownership page compare?

The chart compares Great Diamond Partners, LLC's quarterly EMB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Great Diamond Partners, LLC time their EMB position?

Based on 13F filing dates vs. subsequent EMB price moves, Great Diamond Partners, LLC correctly timed 7 out of 14 reported position changes (50%). The annualised alpha on EMB relative to SPY over the holding period was -12.3%.

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