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Sigma Planning Corp’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Sigma Planning Corp’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 		$302K Sell
3,218
-335
-9% -$32.2K 0.01% 1049
2025
Q4 		$342K Sell
3,553
-132
-4% -$12.7K 0.01% 960
2025
Q3 		$351K Buy
3,685
+17
+0.5% +$1.59K 0.01% 969
2025
Q2 		$340K Sell
3,668
-51
-1% -$4.59K 0.01% 949
2025
Q1 		$337K Sell
3,719
-327
-8% -$29.6K 0.01% 903
2024
Q4 		$360K Sell
4,046
-838
-17% -$76.5K 0.01% 864
2024
Q3 		$457K Buy
4,884
+1,011
+26% +$92.1K 0.01% 775
2024
Q2 		$343K Sell
3,873
-653
-14% -$57.9K 0.01% 869
2024
Q1 		$406K Buy
+4,526
New +$399K 0.01% 849
2023
Q4 		– Sell
-6,072
Closed -$501K – 937
2023
Q3 		$501K Sell
6,072
-1,790
-23% -$153K 0.02% 717
2023
Q2 		$680K Sell
7,862
-6,480
-45% -$553K 0.02% 610
2023
Q1 		$1.24M Buy
14,342
+2,839
+25% +$245K 0.04% 428
2022
Q4 		$973K Buy
11,503
+5,609
+95% +$464K 0.03% 490
2022
Q3 		$468K Sell
5,894
-1,191
-17% -$102K 0.02% 755
2022
Q2 		$605K Sell
7,085
-3,059
-30% -$277K 0.02% 684
2022
Q1 		$992K Sell
10,144
-5,968
-37% -$605K 0.03% 539
2021
Q4 		$1.76M Buy
16,112
+2,602
+19% +$284K 0.05% 359
2021
Q3 		$1.49M Buy
13,510
+6,099
+82% +$685K 0.04% 420
2021
Q2 		$833K Buy
7,411
+130
+2% +$14.5K 0.02% 622
2021
Q1 		$793K Sell
7,281
-349
-5% -$39K 0.03% 588
2020
Q4 		$885K Sell
7,630
-1,390
-15% -$157K 0.03% 477
2020
Q3 		$1M Buy
9,020
+42
+0.5% +$4.72K 0.04% 403
2020
Q2 		$981K Sell
8,978
-12,198
-58% -$1.26M 0.04% 399
2020
Q1 		$2.05M Sell
21,176
-723
-3% -$79.7K 0.12% 170
2019
Q4 		$2.51M Buy
21,899
+10,870
+99% +$1.23M 0.11% 199
2019
Q3 		$1.25M Sell
11,029
-275
-2% -$31.3K 0.06% 323
2019
Q2 		$1.28M Sell
11,304
-2,732
-19% -$301K 0.07% 295
2019
Q1 		$1.54M Sell
14,036
-2,730
-16% -$294K 0.09% 242
2018
Q4 		$1.74M Sell
16,766
-722
-4% -$75.5K 0.13% 173
2018
Q3 		$1.89M Sell
17,488
-1,976
-10% -$212K 0.11% 195
2018
Q2 		$2.08M Sell
19,464
-1,012
-5% -$110K 0.14% 171
2018
Q1 		$2.31M Sell
20,476
-40,223
-66% -$4.57M 0.17% 146
2017
Q4 		$7.05M Buy
60,699
+13,564
+29% +$1.57M 0.54% 35
2017
Q3 		$5.49M Buy
47,135
+4,002
+9% +$462K 0.45% 45
2017
Q2 		$4.93M Buy
43,133
+2,790
+7% +$320K 0.46% 43
2017
Q1 		$4.59M Buy
40,343
+26,972
+202% +$3.04M 0.44% 46
2016
Q4 		$1.47M Sell
13,371
-1,120
-8% -$126K 0.16% 151
2016
Q3 		$1.7M Buy
14,491
+1,889
+15% +$220K 0.2% 119
2016
Q2 		$1.45M Buy
12,602
+4,429
+54% +$494K 0.19% 127
2016
Q1 		$902K Buy
8,173
+135
+2% +$14.4K 0.12% 203
2015
Q4 		$850K Buy
8,038
+492
+7% +$53K 0.12% 202
2015
Q3 		$803K Sell
7,546
-83
-1% -$8.99K 0.13% 197
2015
Q2 		$839K Sell
7,629
-924
-11% -$103K 0.12% 216
2015
Q1 		$959K Buy
8,553
+966
+13% +$107K 0.13% 200
2014
Q4 		$832K Buy
+7,587
New +$854K 0.11% 224

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 $2.44B AUM

Sigma Planning Corp's EMB Position: Q1 2026 in Review

Sigma Planning Corp reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 9.4% in Q1 2026, selling an estimated $32.2K and leaving 3,218 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #1049.

Sigma Planning Corp first reported a position in EMB in Q4 2014 and has held it in 45 quarters since. The position peaked at $7.05M in Q4 2017. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Sigma Planning Corp held 3,218 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $302K as of Q1 2026.
  • Sigma Planning Corp sold 335 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $32.2K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1049 holding.
  • Sigma Planning Corp first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2014 and has held it in 45 quarters since.
  • Sigma Planning Corp's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $7.05M in Q4 2017.
  • 840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.