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 Q3	$885K	Sell	9,697 -3,661	-27%	-$346K	0.17%	93
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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Plan Group Financial's EMB Position: Q3 2026 in Review

Plan Group Financial reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 27% in Q3 2026, selling an estimated $346K and leaving 9,697 shares worth $885K. The position accounts for 0.17% of the portfolio, ranked #93.

Plan Group Financial first reported a position in EMB in Q2 2023 and has held it in 14 quarters since. The position peaked at $6.11M in Q3 2023. 231 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

Plan Group Financial held 9,697 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $885K as of Q3 2026.
Plan Group Financial sold 3,661 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $346K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.17% of Plan Group Financial's portfolio in Q3 2026, its #93 holding.
Plan Group Financial first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and has held it in 14 quarters since.
Plan Group Financial's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $6.11M in Q3 2023.
231 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.