Planning Capital Management Corporation’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Planning Capital Management Corporation’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
2024 Q3	$4.02K	Hold	43	–	–	﹤0.01%	536
2024 Q2	$3.81K	Hold	43	–	–	﹤0.01%	484
2024 Q1	$3.86K	Hold	43	–	–	﹤0.01%	506
2023 Q4	$3.83K	Buy	+43	New	+$3.62K	﹤0.01%	515

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Planning Capital Management Corporation's EMB Position: Q3 2024 in Review

Planning Capital Management Corporation held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q3 2024 at 43 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Planning Capital Management Corporation first reported a position in EMB in Q4 2023 and has held it in 4 quarters since. 832 funds tracked by Wall St. Rank hold EMB as of Q3 2024.

Planning Capital Management Corporation held 43 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $4.02K as of Q3 2024.
Planning Capital Management Corporation left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q3 2024.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #536 holding.
Planning Capital Management Corporation first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and has held it in 4 quarters since.
832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.