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

United Financial Planning Group’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
2025
Q4 		– Sell
-3,024
Closed -$70K – 489
2025
Q3 		$70K Buy
+3,024
New +$283K 0.04% 69

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SOAM
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AHSSHC
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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

United Financial Planning Group's EMB Position: Q4 2025 in Review

United Financial Planning Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2025, closing a stake of 3,024 shares — an estimated $70K sold.

United Financial Planning Group first reported a position in EMB in Q3 2025 and held it in 1 quarter. The position peaked at $70K in Q3 2025. 965 funds tracked by Wall St. Rank hold EMB as of Q4 2025.

  • United Financial Planning Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2025 after selling out during the quarter.
  • United Financial Planning Group sold 3,024 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2025, an estimated $70K.
  • United Financial Planning Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2025 and held it in 1 quarter.
  • United Financial Planning Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $70K in Q3 2025.
  • 965 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2025.

Based on United Financial Planning Group's 13F filing for Q4 2025, filed 11 Feb 2026.