RPGK
EMB icon

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
Q2 		$240K Buy
2,492
+56
+2% +$5.36K 0.01% 488
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 $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
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

Retirement Planning Group (Kansas)'s EMB Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 2.3% in Q2 2026, buying an estimated $5.36K and bringing the position to 2,492 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #488.

Retirement Planning Group (Kansas) first reported a position in EMB in Q2 2013 and has held it in 33 quarters since. The position peaked at $10.4M in Q2 2013. 838 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Retirement Planning Group (Kansas) held 2,492 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $240K as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 56 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $5.36K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #488 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 33 quarters since.
  • Retirement Planning Group (Kansas)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $10.4M in Q2 2013.
  • 838 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.