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 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

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

Plan A Wealth's EMB Position: Q2 2026 in Review

Plan A Wealth reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 4.5% in Q2 2026, selling an estimated $19.7K and leaving 4,410 shares worth $425K. The position accounts for 0.18% of the portfolio, ranked #91.

Plan A Wealth first reported a position in EMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.36M in Q4 2024. 830 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Plan A Wealth held 4,410 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $425K as of Q2 2026.
Plan A Wealth sold 206 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $19.7K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.18% of Plan A Wealth's portfolio in Q2 2026, its #91 holding.
Plan A Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 7 quarters since.
Plan A Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.36M in Q4 2024.
830 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.