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WealthPlan Investment Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

WealthPlan Investment 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 		– Sell
-2,738
Closed -$257K – 484
2026
Q1 		$257K Sell
2,738
-900
-25% -$86.5K 0.01% 412
2025
Q4 		$350K Buy
3,638
+29
+0.8% +$2.79K 0.02% 302
2025
Q3 		$344K Sell
3,609
-5,508
-60% -$516K 0.02% 262
2025
Q2 		$844K Buy
9,117
+6,382
+233% +$575K 0.06% 193
2025
Q1 		$248K Buy
2,735
+22
+0.8% +$1.99K 0.02% 242
2024
Q4 		$242K Buy
2,713
+52
+2% +$4.75K 0.02% 238
2024
Q3 		$249K Buy
2,661
+17
+0.6% +$1.55K 0.03% 225
2024
Q2 		$234K Buy
2,644
+32
+1% +$2.84K 0.04% 173
2024
Q1 		$234K Buy
2,612
+10
+0.4% +$881 0.04% 169
2023
Q4 		$232K Sell
2,602
-595
-19% -$50.1K 0.04% 174
2023
Q3 		$264K Buy
3,197
+2,028
+173% +$173K 0.05% 149
2023
Q2 		$173K Sell
1,169
-1,982
-63% -$169K 0.05% 133
2023
Q1 		$272K Sell
3,151
-5,006
-61% -$431K 0.05% 145
2022
Q4 		$702K Buy
8,157
+4,754
+140% +$393K 0.05% 211
2022
Q3 		$296K Buy
+3,403
New +$291K 0.02% 302
2022
Q1 		$522K Buy
+5,741
New +$582K 0.04% 243

Other funds holding EMB

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

WealthPlan Investment Management's EMB Position: Q2 2026 in Review

WealthPlan Investment Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026, closing a stake of 2,738 shares — an estimated $257K sold.

WealthPlan Investment Management first reported a position in EMB in Q1 2022 and held it in 16 quarters. The position peaked at $844K in Q2 2025. 290 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • WealthPlan Investment Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 2,738 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $257K.
  • WealthPlan Investment Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2022 and held it in 16 quarters.
  • WealthPlan Investment Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $844K in Q2 2025.
  • 290 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.