Walled Lake Planning & Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Walled Lake Planning & Wealth Management’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 Q2	$283K	Hold	2,930	–	–	0.07%	116
2026 Q1	$275K	Hold	2,930	–	–	0.08%	111
2025 Q4	$282K	Hold	2,930	–	–	0.09%	111
2025 Q3	$279K	Hold	2,930	–	–	0.09%	115
2025 Q2	$271K	Hold	2,930	–	–	0.09%	113
2025 Q1	$265K	Hold	2,930	–	–	0.09%	111
2024 Q4	$261K	Hold	2,930	–	–	0.1%	112
2024 Q3	$274K	Hold	2,930	–	–	0.1%	105
2024 Q2	$259K	Hold	2,930	–	–	0.11%	98
2024 Q1	$263K	Hold	2,930	–	–	0.11%	89
2023 Q4	$261K	Buy	+2,930	New	+$247K	0.12%	87

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Walled Lake Planning & Wealth Management's EMB Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q2 2026 at 2,930 shares worth $283K. The position accounts for 0.07% of the portfolio, ranked #116.

Walled Lake Planning & Wealth Management first reported a position in EMB in Q4 2023 and has held it in 11 quarters since. 830 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Walled Lake Planning & Wealth Management held 2,930 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $283K as of Q2 2026.
Walled Lake Planning & Wealth Management left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q2 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.07% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #116 holding.
Walled Lake Planning & Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and has held it in 11 quarters since.
830 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.