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Cornerstone Planning Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Cornerstone Planning 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 		$68.3K Sell
719
-664
-48% -$63.6K 0.01% 326
2026
Q1 		$132K Sell
1,383
-7,830
-85% -$752K 0.02% 209
2025
Q4 		$890K Buy
9,213
+1,087
+13% +$104K 0.14% 64
2025
Q3 		$784K Buy
8,126
+6,813
+519% +$638K 0.13% 70
2025
Q2 		$122K Sell
1,313
-604
-32% -$54.4K 0.03% 122
2025
Q1 		$171K Sell
1,917
-31
-2% -$2.81K 0.04% 96
2024
Q4 		$177K Sell
1,948
-10
-0.5% -$913 0.04% 76
2024
Q3 		$179K Sell
1,958
-55
-3% -$5.01K 0.05% 75
2024
Q2 		$180K Sell
2,013
-1,050
-34% -$93.1K 0.05% 80
2024
Q1 		$271K Sell
3,063
-367
-11% -$32.3K 0.08% 61
2023
Q4 		$305K Sell
3,430
-467
-12% -$39.3K 0.1% 62
2023
Q3 		$322K Buy
3,897
+200
+5% +$17.1K 0.12% 62
2023
Q2 		$320K Buy
+3,697
New +$316K 0.13% 66
2022
Q4 		$275K Buy
+3,096
New +$256K 0.12% 81

Other funds holding EMB

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Cornerstone Planning Group's EMB Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 48% in Q2 2026, selling an estimated $63.6K and leaving 719 shares worth $68.3K. The position accounts for 0.01% of the portfolio, ranked #326.

Cornerstone Planning Group first reported a position in EMB in Q4 2022 and has held it in 14 quarters since. The position peaked at $890K in Q4 2025. 506 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Cornerstone Planning Group held 719 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $68.3K as of Q2 2026.
  • Cornerstone Planning Group sold 664 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $63.6K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #326 holding.
  • Cornerstone Planning Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $890K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.