LifePlan Investment Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

LifePlan Investment Advisors’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	$3.4M	Sell	35,216 -35	-0.1%	-$3.35K	1.17%	34
2026 Q1	$3.31M	Sell	35,251 -3,297	-9%	-$317K	1.3%	31
2025 Q4	$3.71M	Buy	38,548 +984	+3%	+$94.5K	1.51%	26
2025 Q3	$3.58M	Buy	37,564 +1,994	+6%	+$187K	1.5%	26
2025 Q2	$3.29M	Buy	35,570 +365	+1%	+$32.9K	1.64%	23
2025 Q1	$3.19M	Buy	35,205 +2,167	+7%	+$196K	1.83%	20
2024 Q4	$2.94M	Sell	33,038 -742	-2%	-$67.7K	1.82%	20
2024 Q3	$3.16M	Buy	33,780 +1,392	+4%	+$127K	2.02%	21
2024 Q2	$2.87M	Buy	32,388 +1,008	+3%	+$89.4K	2.07%	19
2024 Q1	$2.81M	Buy	31,380 +1,369	+5%	+$121K	2.24%	15
2023 Q4	$2.67M	Buy	30,011 +899	+3%	+$75.7K	2.45%	14
2023 Q3	$2.4M	Buy	29,112 +1,116	+4%	+$95.2K	2.55%	15
2023 Q2	$2.42M	Buy	+27,996	New	+$2.39M	2.71%	14

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

LifePlan Investment Advisors's EMB Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.1% in Q2 2026, selling an estimated $3.35K and leaving 35,216 shares worth $3.4M. The position accounts for 1.17% of the portfolio, ranked #34.

LifePlan Investment Advisors first reported a position in EMB in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.71M in Q4 2025. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

LifePlan Investment Advisors held 35,216 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $3.4M as of Q2 2026.
LifePlan Investment Advisors sold 35 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $3.35K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 1.17% of LifePlan Investment Advisors's portfolio in Q2 2026, its #34 holding.
LifePlan Investment Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and has held it in 13 quarters since.
LifePlan Investment Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.71M in Q4 2025.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.