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 Q2	$1.29M	Sell	13,358 -938	-7%	-$89.8K	0.27%	82
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 $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 Group Financial's EMB Position: Q2 2026 in Review

Plan Group Financial reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 6.6% in Q2 2026, selling an estimated $89.8K and leaving 13,358 shares worth $1.29M. The position accounts for 0.27% of the portfolio, ranked #82.

Plan Group Financial first reported a position in EMB in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.11M in Q3 2023. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Plan Group Financial held 13,358 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.29M as of Q2 2026.
Plan Group Financial sold 938 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $89.8K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.27% of Plan Group Financial's portfolio in Q2 2026, its #82 holding.
Plan Group Financial first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and has held it in 13 quarters since.
Plan Group Financial's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $6.11M in Q3 2023.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.