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Retirement Planning Group (Kansas)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Retirement Planning Group (Kansas)’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 		$229K Buy
+2,436
New +$234K 0.01% 454
2021
Q1 		– Sell
-2,245
Closed -$260K – 63
2020
Q4 		$260K Hold
2,245
– – 0.04% 55
2020
Q3 		$249K Hold
2,245
– – 0.04% 53
2020
Q2 		$245K Sell
2,245
-161
-7% -$16.7K 0.05% 54
2020
Q1 		$233K Sell
2,406
-45
-2% -$4.96K 0.06% 53
2019
Q4 		$281K Buy
2,451
+45
+2% +$5.08K 0.06% 61
2019
Q3 		$273K Hold
2,406
– – 0.06% 58
2019
Q2 		$273K Sell
2,406
-81
-3% -$8.93K 0.06% 55
2019
Q1 		$274K Buy
2,487
+81
+3% +$8.74K 0.07% 56
2018
Q4 		$250K Sell
2,406
-54
-2% -$5.65K 0.07% 57
2018
Q3 		$265K Sell
2,460
-14
-0.6% -$1.5K 0.07% 46
2018
Q2 		$264K Hold
2,474
– – 0.07% 45
2018
Q1 		$279K Hold
2,474
– – 0.08% 43
2017
Q4 		$287K Hold
2,474
– – 0.08% 43
2017
Q3 		$288K Hold
2,474
– – 0.08% 41
2017
Q2 		$283K Sell
2,474
-27
-1% -$3.1K 0.09% 41
2017
Q1 		$284K Hold
2,501
– – 0.09% 42
2016
Q4 		$276K Sell
2,501
-161
-6% -$18.1K 0.09% 41
2016
Q3 		$312K Sell
2,662
-4,416
-62% -$515K 0.1% 41
2016
Q2 		$815K Sell
7,078
-1,164
-14% -$130K 0.28% 30
2016
Q1 		$910K Sell
8,242
-3,000
-27% -$320K 0.32% 30
2015
Q4 		$1.19M Sell
11,242
-76,146
-87% -$8.2M 0.44% 28
2015
Q3 		$9.3M Buy
87,388
+1,840
+2% +$199K 4.08% 7
2015
Q2 		$9.4M Buy
85,548
+1,785
+2% +$200K 3.85% 7
2015
Q1 		$9.39M Buy
83,763
+7,650
+10% +$849K 3.74% 8
2014
Q4 		$8.35M Buy
76,113
+7,575
+11% +$853K 2.57% 14
2014
Q3 		$7.74M Buy
68,538
+425
+0.6% +$48.7K 2.41% 14
2014
Q2 		$7.85M Sell
68,113
-619
-0.9% -$70.3K 2.38% 13
2014
Q1 		$7.66M Sell
68,732
-441
-0.6% -$48K 2.47% 13
2013
Q4 		$7.48M Sell
69,173
-1,454
-2% -$159K 2.66% 14
2013
Q3 		$7.7M Sell
70,627
-24,744
-26% -$2.68M 2.79% 13
2013
Q2 		$10.4M Buy
+95,371
New +$11.1M 4.3% 9

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Retirement Planning Group (Kansas)'s EMB Position: Q1 2026 in Review

Retirement Planning Group (Kansas) opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026: 2,436 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #454 among its holdings. This is a return to the name: Retirement Planning Group (Kansas) previously reported a position in EMB as recently as Q4 2020.

Retirement Planning Group (Kansas) first reported a position in EMB in Q2 2013 and has held it in 32 quarters since. The position peaked at $10.4M in Q2 2013. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Retirement Planning Group (Kansas) held 2,436 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $229K as of Q1 2026.
  • iShares JPMorgan USD Emerging Markets Bond ETF was a new Retirement Planning Group (Kansas) position in Q1 2026.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #454 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and has held it in 32 quarters since.
  • Retirement Planning Group (Kansas)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $10.4M in Q2 2013.
  • 840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.