Spectrum Planning & Advisory Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Spectrum Planning & Advisory Services’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	–	Sell	-13,486	Closed	-$1.3M	–	118
2025 Q4	$1.3M	Buy	13,486 +413	+3%	+$39.7K	0.67%	35
2025 Q3	$1.24M	Buy	13,073 +967	+8%	+$90.5K	0.7%	35
2025 Q2	$1.12M	Buy	12,106 +584	+5%	+$52.6K	0.73%	33
2025 Q1	$1.04M	Buy	11,522 +5,705	+98%	+$516K	0.87%	26
2024 Q4	$518K	Buy	5,817 +425	+8%	+$38.8K	0.45%	35
2024 Q3	$505K	Sell	5,392 -61	-1%	-$5.56K	0.49%	30
2024 Q2	$486K	Buy	+5,453	New	+$483K	0.47%	34

Other funds holding EMB

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SOAM

SBI Okasan Asset Management Tokyo, Japan $2.44B AUM

Spectrum Planning & Advisory Services's EMB Position: Q1 2026 in Review

Spectrum Planning & Advisory Services sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 13,486 shares — an estimated $1.3M sold.

Spectrum Planning & Advisory Services first reported a position in EMB in Q2 2024 and held it in 7 quarters. The position peaked at $1.3M in Q4 2025. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Spectrum Planning & Advisory Services reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Spectrum Planning & Advisory Services sold 13,486 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $1.3M.
Spectrum Planning & Advisory Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2024 and held it in 7 quarters.
Spectrum Planning & Advisory Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.3M in Q4 2025.
839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.