Phillips Financial Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Phillips Financial 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
2025 Q3	–	Sell	-209	Closed	-$19.4K	–	307
2025 Q2	$19.4K	Hold	209	–	–	﹤0.01%	247
2025 Q1	$18.9K	Hold	209	–	–	﹤0.01%	239
2024 Q4	$18.6K	Hold	209	–	–	﹤0.01%	235
2024 Q3	$19.6K	Hold	209	–	–	﹤0.01%	246
2024 Q2	$18.5K	Hold	209	–	–	﹤0.01%	241
2024 Q1	$18.7K	Buy	+209	New	+$18.4K	﹤0.01%	232

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Phillips Financial Management's EMB Position: Q3 2025 in Review

Phillips Financial Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2025, closing a stake of 209 shares — an estimated $19.4K sold.

Phillips Financial Management first reported a position in EMB in Q1 2024 and held it in 6 quarters. The position peaked at $19.6K in Q3 2024. 890 funds tracked by Wall St. Rank hold EMB as of Q3 2025.

Phillips Financial Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2025 after selling out during the quarter.
Phillips Financial Management sold 209 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2025, an estimated $19.4K.
Phillips Financial Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2024 and held it in 6 quarters.
Phillips Financial Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $19.6K in Q3 2024.
890 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2025.

Based on Phillips Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.