Vertex Planning Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Vertex Planning Partners’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	-7,010	Closed	-$667K	–	144
2025 Q3	$667K	Sell	7,010 -126	-2%	-$11.8K	0.13%	97
2025 Q2	$661K	Buy	7,136 +328	+5%	+$29.5K	0.14%	85
2025 Q1	$617K	Buy	+6,808	New	+$616K	0.13%	83

Other funds holding EMB

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

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

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Vertex Planning Partners's EMB Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2025, closing a stake of 7,010 shares — an estimated $667K sold.

Vertex Planning Partners first reported a position in EMB in Q1 2025 and held it in 3 quarters. The position peaked at $667K in Q3 2025. 961 funds tracked by Wall St. Rank hold EMB as of Q4 2025.

Vertex Planning Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 7,010 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2025, an estimated $667K.
Vertex Planning Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2025 and held it in 3 quarters.
Vertex Planning Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $667K in Q3 2025.
961 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.