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Pinnacle Wealth Planning Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Pinnacle Wealth Planning Services’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 		$376K Buy
4,004
+88
+2% +$8.46K 0.04% 273
2025
Q4 		$377K Buy
3,916
+300
+8% +$28.8K 0.04% 266
2025
Q3 		$344K Hold
3,616
– – 0.04% 280
2025
Q2 		$335K Hold
3,616
– – 0.04% 270
2025
Q1 		$328K Buy
3,616
+3
+0.1% +$272 0.05% 237
2024
Q4 		$322K Sell
3,613
-268
-7% -$24.5K 0.05% 237
2024
Q3 		$363K Buy
3,881
+3
+0.1% +$273 0.05% 249
2024
Q2 		$343K Buy
3,878
+19
+0.5% +$1.69K 0.05% 256
2024
Q1 		$346K Buy
3,859
+2
+0.1% +$176 0.05% 263
2023
Q4 		$343K Buy
3,857
+1,349
+54% +$114K 0.05% 237
2023
Q3 		$207K Sell
2,508
-768
-23% -$65.5K 0.03% 357
2023
Q2 		$283K Buy
3,276
+766
+31% +$65.4K 0.05% 273
2023
Q1 		$217K Sell
2,510
-1,041
-29% -$89.7K 0.04% 362
2022
Q4 		$300K Buy
+3,551
New +$294K 0.05% 265
2022
Q2 		– Sell
-8,585
Closed -$839K – 437
2022
Q1 		$839K Buy
8,585
+2,082
+32% +$211K 0.15% 108
2021
Q4 		$709K Buy
6,503
+3,168
+95% +$346K 0.14% 111
2021
Q3 		$367K Sell
3,335
-550
-14% -$61.8K 0.08% 208
2021
Q2 		$436K Hold
3,885
– – 0.1% 161
2021
Q1 		$423K Hold
3,885
– – 0.11% 157
2020
Q4 		$450K Buy
3,885
+250
+7% +$28.3K 0.11% 123
2020
Q3 		$403K Hold
3,635
– – 0.13% 119
2020
Q2 		$397K Sell
3,635
-306
-8% -$31.7K 0.13% 130
2020
Q1 		$380K Buy
+3,941
New +$434K 0.18% 111
2019
Q1 		– Sell
-3,893
Closed -$405K – 172
2018
Q4 		$405K Buy
+3,893
New +$407K 0.26% 75

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Pinnacle Wealth Planning Services's EMB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 2.2% in Q1 2026, buying an estimated $8.46K and bringing the position to 4,004 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #273.

Pinnacle Wealth Planning Services first reported a position in EMB in Q4 2018 and has held it in 24 quarters since. The position peaked at $839K in Q1 2022. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,004 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $376K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 88 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $8.46K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #273 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and has held it in 24 quarters since.
  • Pinnacle Wealth Planning Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $839K in Q1 2022.
  • 840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.