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Plan A Wealth’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Plan A Wealth’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
Q3 		$385K Sell
4,235
-175
-4% -$16.5K 0.14% 104
2026
Q2 		$425K Sell
4,410
-206
-4% -$19.7K 0.18% 91
2026
Q1 		$434K Sell
4,616
-3,138
-40% -$301K 0.21% 81
2025
Q4 		$747K Sell
7,754
-2,790
-26% -$268K 0.37% 38
2025
Q3 		$1M Sell
10,544
-4,974
-32% -$466K 0.51% 24
2025
Q2 		$1.44M Sell
15,518
-6,751
-30% -$608K 0.81% 20
2025
Q1 		$2.02M Sell
22,269
-4,233
-16% -$383K 1.56% 15
2024
Q4 		$2.36M Buy
+26,502
New +$2.42M 2.16% 14

Other funds holding EMB

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return

Plan A Wealth's EMB Position: Q3 2026 in Review

Plan A Wealth reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 4% in Q3 2026, selling an estimated $16.5K and leaving 4,235 shares worth $385K. The position accounts for 0.14% of the portfolio, ranked #104.

Plan A Wealth first reported a position in EMB in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.36M in Q4 2024. 45 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • Plan A Wealth held 4,235 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $385K as of Q3 2026.
  • Plan A Wealth sold 175 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $16.5K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.14% of Plan A Wealth's portfolio in Q3 2026, its #104 holding.
  • Plan A Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Plan A Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.36M in Q4 2024.
  • 45 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.