SFP
EMB icon

Sterling Financial Planning’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Sterling Financial Planning’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 		$358K Buy
3,812
+7
+0.2% +$673 0.11% 84
2025
Q4 		$366K Sell
3,805
-363
-9% -$34.9K 0.11% 82
2025
Q3 		$397K Buy
4,168
+11
+0.3% +$1.03K 0.13% 77
2025
Q2 		$385K Sell
4,157
-212
-5% -$19.1K 0.13% 77
2025
Q1 		$396K Buy
4,369
+7
+0.2% +$634 0.14% 78
2024
Q4 		$388K Buy
4,362
+5
+0.1% +$456 0.14% 78
2024
Q3 		$408K Buy
4,357
+10
+0.2% +$911 0.15% 81
2024
Q2 		$385K Buy
4,347
+10
+0.2% +$887 0.16% 78
2024
Q1 		$389K Sell
4,337
-118
-3% -$10.4K 0.16% 78
2023
Q4 		$397K Sell
4,455
-1,174
-21% -$98.9K 0.17% 77
2023
Q3 		$465K Buy
5,629
+26
+0.5% +$2.22K 0.24% 63
2023
Q2 		$485K Buy
5,603
+31
+0.6% +$2.65K 0.24% 65
2023
Q1 		$481K Sell
5,572
-237
-4% -$20.4K 0.26% 60
2022
Q4 		$491K Buy
5,809
+56
+1% +$4.63K 0.29% 60
2022
Q3 		$457K Sell
5,753
-511
-8% -$43.7K 0.32% 57
2022
Q2 		$534K Sell
6,264
-136
-2% -$12.3K 0.38% 46
2022
Q1 		$626K Sell
6,400
-40
-0.6% -$4.05K 0.39% 46
2021
Q4 		$702K Sell
6,440
-407
-6% -$44.4K 0.44% 42
2021
Q3 		$754K Sell
6,847
-77
-1% -$8.65K 0.48% 35
2021
Q2 		$779K Sell
6,924
-962
-12% -$107K 0.51% 37
2021
Q1 		$859K Sell
7,886
-613
-7% -$68.5K 0.61% 30
2020
Q4 		$985K Buy
+8,499
New +$962K 0.79% 28

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

Sterling Financial Planning's EMB Position: Q1 2026 in Review

Sterling Financial Planning increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.18% in Q1 2026, buying an estimated $673 and bringing the position to 3,812 shares worth $358K. The position accounts for 0.11% of the portfolio, ranked #84.

Sterling Financial Planning first reported a position in EMB in Q4 2020 and has held it in 22 quarters since. The position peaked at $985K in Q4 2020. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Sterling Financial Planning held 3,812 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $358K as of Q1 2026.
  • Sterling Financial Planning bought 7 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $673.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.11% of Sterling Financial Planning's portfolio in Q1 2026, its #84 holding.
  • Sterling Financial Planning first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Sterling Financial Planning's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $985K in Q4 2020.
  • 840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.