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 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 $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 $3.04B AUM

LifePlan Investment Advisors's EMB Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 8.6% in Q1 2026, selling an estimated $317K and leaving 35,251 shares worth $3.31M. The position accounts for 1.3% of the portfolio, ranked #31.

LifePlan Investment Advisors first reported a position in EMB in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.71M in Q4 2025. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

LifePlan Investment Advisors held 35,251 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $3.31M as of Q1 2026.
LifePlan Investment Advisors sold 3,297 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $317K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 1.3% of LifePlan Investment Advisors's portfolio in Q1 2026, its #31 holding.
LifePlan Investment Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and has held it in 12 quarters since.
LifePlan Investment Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.71M in Q4 2025.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.