Plan Group Financial’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Plan Group Financial’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	$1.34M	Sell	14,296 -6,983	-33%	-$671K	0.32%	77
2025 Q4	$2.05M	Sell	21,279 -9,927	-32%	-$954K	0.53%	60
2025 Q3	$2.97M	Sell	31,206 -15,086	-33%	-$1.41M	0.8%	38
2025 Q2	$4.29M	Sell	46,292 -18,069	-28%	-$1.63M	1.41%	15
2025 Q1	$5.83M	Buy	64,361 +6,685	+12%	+$605K	2.08%	10
2024 Q4	$5.14M	Buy	57,676 +875	+2%	+$79.9K	2.71%	11
2024 Q3	$5.32M	Buy	56,801 +4,017	+8%	+$366K	2.81%	10
2024 Q2	$4.67M	Buy	52,784 +3,684	+8%	+$327K	2.86%	10
2024 Q1	$4.4M	Buy	49,100 +5,733	+13%	+$505K	2.89%	10
2023 Q4	$3.86M	Sell	43,367 -30,642	-41%	-$2.58M	3.39%	10
2023 Q3	$6.11M	Buy	74,009 +57,824	+357%	+$4.93M	4.4%	8
2023 Q2	$1.4M	Buy	+16,185	New	+$1.38M	1.17%	20

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

Plan Group Financial's EMB Position: Q1 2026 in Review

Plan Group Financial reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 33% in Q1 2026, selling an estimated $671K and leaving 14,296 shares worth $1.34M. The position accounts for 0.32% of the portfolio, ranked #77.

Plan Group Financial first reported a position in EMB in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.11M in Q3 2023. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Plan Group Financial held 14,296 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.34M as of Q1 2026.
Plan Group Financial sold 6,983 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $671K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.32% of Plan Group Financial's portfolio in Q1 2026, its #77 holding.
Plan Group Financial first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and has held it in 12 quarters since.
Plan Group Financial's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $6.11M in Q3 2023.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.