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

Life Planning Partners’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
2025 Q3	–	Sell	-4,596	Closed	-$426K	–	71
2025 Q2	$426K	Sell	4,596 -1,132	-20%	-$102K	0.34%	46
2025 Q1	$519K	Sell	5,728 -1,113	-16%	-$101K	0.47%	40
2024 Q4	$609K	Sell	6,841 -766	-10%	-$69.9K	0.56%	36
2024 Q3	$712K	Sell	7,607 -994	-12%	-$90.6K	0.64%	35
2024 Q2	$761K	Sell	8,601 -1,123	-12%	-$99.6K	0.69%	29
2024 Q1	$872K	Sell	9,724 -4,768	-33%	-$420K	0.87%	26
2023 Q4	$1.29M	Buy	+14,492	New	+$1.22M	1.27%	21
2022 Q3	$1.64M	Sell	20,689 -821	-4%	-$70.2K	1.88%	15
2022 Q2	$1.84M	Buy	21,510 +3	+0%	+$271	2.07%	15
2022 Q1	$2.1M	Sell	21,507 -414	-2%	-$41.9K	2.14%	15
2021 Q4	$2.39M	Buy	+21,921	New	+$2.39M	2.41%	12

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Life Planning Partners's EMB Position: Q3 2025 in Review

Life Planning Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2025, closing a stake of 4,596 shares — an estimated $426K sold.

Life Planning Partners first reported a position in EMB in Q4 2021 and held it in 11 quarters. The position peaked at $2.39M in Q4 2021. 887 funds tracked by Wall St. Rank hold EMB as of Q3 2025.

Life Planning Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2025 after selling out during the quarter.
Life Planning Partners sold 4,596 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2025, an estimated $426K.
Life Planning Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and held it in 11 quarters.
Life Planning Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.39M in Q4 2021.
887 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2025.

Based on Life Planning Partners's 13F filing for Q3 2025, filed 24 Oct 2025.