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

Creative Planning’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	$23.8M	Buy	253,797 +239,277	+1,648%	+$23M	0.02%	372
2025 Q4	$1.4M	Buy	14,520 +785	+6%	+$75.4K	﹤0.01%	2014
2025 Q3	$1.31M	Buy	13,735 +1,925	+16%	+$180K	﹤0.01%	1877
2025 Q2	$1.09M	Sell	11,810 -1,140	-9%	-$103K	﹤0.01%	1778
2025 Q1	$1.17M	Buy	12,950 +2,624	+25%	+$238K	﹤0.01%	1592
2024 Q4	$919K	Sell	10,326 -81	-0.8%	-$7.39K	﹤0.01%	1701
2024 Q3	$974K	Buy	10,407 +1,064	+11%	+$97K	﹤0.01%	1533
2024 Q2	$827K	Sell	9,343 -929	-9%	-$82.4K	﹤0.01%	1559
2024 Q1	$921K	Buy	10,272 +1,332	+15%	+$117K	﹤0.01%	1390
2023 Q4	$796K	Sell	8,940 -2,797	-24%	-$236K	﹤0.01%	1372
2023 Q3	$969K	Buy	11,737 +2,400	+26%	+$205K	﹤0.01%	1175
2023 Q2	$808K	Buy	9,337 +811	+10%	+$69.2K	﹤0.01%	1247
2023 Q1	$736K	Buy	8,526 +2,048	+32%	+$177K	﹤0.01%	1242
2022 Q4	$548K	Sell	6,478 -1,555	-19%	-$129K	﹤0.01%	1376
2022 Q3	$638K	Sell	8,033 -613	-7%	-$52.4K	﹤0.01%	1180
2022 Q2	$738K	Buy	8,646 +956	+12%	+$86.4K	﹤0.01%	1108
2022 Q1	$752K	Buy	7,690 +371	+5%	+$37.6K	﹤0.01%	1113
2021 Q4	$798K	Sell	7,319 -2,377	-25%	-$259K	﹤0.01%	1059
2021 Q3	$1.07M	Sell	9,696 -5,941	-38%	-$667K	﹤0.01%	915
2021 Q2	$1.76M	Buy	15,637 +315	+2%	+$35.1K	﹤0.01%	723
2021 Q1	$1.67M	Sell	15,322 -8,721	-36%	-$975K	﹤0.01%	798
2020 Q4	$2.79M	Sell	24,043 -10,819	-31%	-$1.22M	0.01%	547
2020 Q3	$3.87M	Buy	34,862 +31,689	+999%	+$3.56M	0.01%	364
2020 Q2	$347K	Sell	3,173 -1,227	-28%	-$127K	﹤0.01%	1226
2020 Q1	$425K	Sell	4,400 -2,668	-38%	-$294K	﹤0.01%	1031
2019 Q4	$810K	Buy	7,068 +1,073	+18%	+$121K	﹤0.01%	885
2019 Q3	$680K	Buy	5,995 +865	+17%	+$98.4K	﹤0.01%	917
2019 Q2	$581K	Sell	5,130 -306	-6%	-$33.7K	﹤0.01%	990
2019 Q1	$598K	Sell	5,436 -2,761	-34%	-$298K	﹤0.01%	944
2018 Q4	$852K	Sell	8,197 -1,965	-19%	-$205K	﹤0.01%	726
2018 Q3	$1.1M	Sell	10,162 -7,184	-41%	-$772K	﹤0.01%	725
2018 Q2	$1.85M	Buy	17,346 +9,508	+121%	+$1.04M	0.01%	490
2018 Q1	$884K	Sell	7,838 -1,866	-19%	-$212K	﹤0.01%	799
2017 Q4	$1.13M	Buy	9,704 +1,342	+16%	+$155K	﹤0.01%	671
2017 Q3	$974K	Sell	8,362 -1,707	-17%	-$197K	﹤0.01%	728
2017 Q2	$1.15M	Sell	10,069 -864	-8%	-$99.2K	0.01%	618
2017 Q1	$1.24M	Buy	10,933 +755	+7%	+$85K	0.01%	590
2016 Q4	$1.12M	Buy	10,178 +579	+6%	+$65K	0.01%	586
2016 Q3	$1.13M	Buy	9,599 +7,380	+333%	+$860K	0.01%	551
2016 Q2	$256K	Sell	2,219 -234	-10%	-$26.1K	﹤0.01%	1132
2016 Q1	$271K	Sell	2,453 -1,875	-43%	-$200K	﹤0.01%	1057
2015 Q4	$458K	Buy	4,328 +2,061	+91%	+$222K	﹤0.01%	802
2015 Q3	$241K	Buy	+2,267	New	+$246K	﹤0.01%	1087
2015 Q2	–	Sell	-5,539	Closed	-$621K	–	1635
2015 Q1	$621K	Sell	5,539 -376	-6%	-$41.7K	0.01%	646
2014 Q4	$649K	Sell	5,915 -306	-5%	-$34.5K	0.01%	597
2014 Q3	$702K	Buy	6,221 +3,702	+147%	+$424K	0.01%	538
2014 Q2	$290K	Buy	2,519 +559	+29%	+$63.4K	﹤0.01%	856
2014 Q1	$218K	Sell	1,960 -99	-5%	-$10.8K	﹤0.01%	955
2013 Q4	$223K	Sell	2,059 -1,379	-40%	-$151K	﹤0.01%	818
2013 Q3	$375K	Sell	3,438 -361	-10%	-$39.2K	0.01%	525
2013 Q2	$416K	Buy	+3,799	New	+$444K	0.01%	452

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

Creative Planning's EMB Position: Q1 2026 in Review

Creative Planning increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 1,648% in Q1 2026, buying an estimated $23M and bringing the position to 253,797 shares worth $23.8M. The position accounts for 0.02% of the portfolio, ranked #372.

Creative Planning first reported a position in EMB in Q2 2013 and has held it in 51 quarters since. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Creative Planning held 253,797 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $23.8M as of Q1 2026.
Creative Planning bought 239,277 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $23M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of Creative Planning's portfolio in Q1 2026, its #372 holding.
Creative Planning first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and has held it in 51 quarters since.
839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.