Hoxton Planning & Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Hoxton Planning & 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 Q1	–	Sell	-9,299	Closed	-$895K	–	222
2025 Q4	$895K	Buy	9,299 +229	+3%	+$22K	0.27%	65
2025 Q3	$863K	Buy	9,070 +828	+10%	+$77.5K	0.28%	69
2025 Q2	$763K	Buy	8,242 +481	+6%	+$43.3K	0.26%	76
2025 Q1	$703K	Buy	7,761 +1,294	+20%	+$117K	0.27%	74
2024 Q4	$576K	Buy	6,467 +18	+0.3%	+$1.64K	0.22%	88
2024 Q3	$604K	Buy	6,449 +1,827	+40%	+$167K	0.23%	82
2024 Q2	$409K	Sell	4,622 -1,944	-30%	-$172K	0.19%	93
2024 Q1	$589K	Buy	6,566 +2,600	+66%	+$229K	0.28%	68
2023 Q4	$353K	Buy	3,966 +804	+25%	+$67.7K	0.19%	96
2023 Q3	$261K	Sell	3,162 -69	-2%	-$5.88K	0.17%	111
2023 Q2	$280K	Sell	3,231 -1,077	-25%	-$91.9K	0.17%	109
2023 Q1	$372K	Buy	+4,308	New	+$371K	0.2%	100

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Hoxton Planning & Management's EMB Position: Q1 2026 in Review

Hoxton Planning & Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 9,299 shares — an estimated $895K sold.

Hoxton Planning & Management first reported a position in EMB in Q1 2023 and held it in 12 quarters. The position peaked at $895K in Q4 2025. 847 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Hoxton Planning & Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Hoxton Planning & Management sold 9,299 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $895K.
Hoxton Planning & Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2023 and held it in 12 quarters.
Hoxton Planning & Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $895K in Q4 2025.
847 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Hoxton Planning & Management's 13F filing for Q1 2026, filed 20 Apr 2026.