Planning Project LLC’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Planning Project LLC’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
2025 Q4	$1.99K	Buy	+21	New	+$2.02K	﹤0.01%	131

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Planning Project LLC's EMB Position: Q4 2025 in Review

Planning Project LLC opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2025: 21 shares worth $1.99K. The stake represents ﹤0.01% of the portfolio and ranks #131 among its holdings.

962 funds tracked by Wall St. Rank hold EMB as of Q4 2025.

Planning Project LLC held 21 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.99K as of Q4 2025.
iShares JPMorgan USD Emerging Markets Bond ETF was a new Planning Project LLC position in Q4 2025.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #131 holding.
962 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.