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

WealthPLAN 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
2026
Q1 		– Sell
-5,052
Closed -$486K – 228
2025
Q4 		$486K Buy
5,052
+100
+2% +$9.61K 0.07% 185
2025
Q3 		$471K Buy
4,952
+595
+14% +$55.7K 0.07% 176
2025
Q2 		$404K Buy
4,357
+118
+3% +$10.6K 0.06% 186
2025
Q1 		$384K Buy
4,239
+1,397
+49% +$126K 0.05% 192
2024
Q4 		$253K Buy
2,842
+51
+2% +$4.66K 0.04% 222
2024
Q3 		$261K Sell
2,791
-199
-7% -$18.1K 0.04% 238
2024
Q2 		$265K Sell
2,990
-803
-21% -$71.2K 0.03% 264
2024
Q1 		$340K Buy
+3,793
New +$334K 0.04% 242
2023
Q3 		– Sell
-1,439
Closed -$125K – 534
2023
Q2 		$125K Sell
1,439
-956
-40% -$81.6K 0.02% 361
2023
Q1 		$207K Sell
2,395
-5,762
-71% -$497K 0.02% 298
2022
Q4 		$703K Buy
+8,157
New +$674K 0.05% 211
2022
Q1 		$522K Buy
5,741
+2,327
+68% +$236K 0.04% 243
2021
Q4 		$359K Sell
3,414
-70
-2% -$7.64K 0.02% 292
2021
Q3 		$381K Buy
3,484
+1,656
+91% +$186K 0.03% 285
2021
Q2 		$204K Buy
+1,828
New +$203K 0.01% 345
2018
Q1 		– Sell
-10,743
Closed -$1.25M – 269
2017
Q4 		$1.25M Buy
+10,743
New +$1.24M 0.33% 80
2016
Q3 		$110K Buy
947
+711
+301% +$82.9K 0.04% 221
2016
Q2 		$2.67K Buy
+236
New +$26.3K ﹤0.01% 2179
2015
Q4 		$48 Buy
+458
New +$49.3K ﹤0.01% 1659

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

WealthPLAN Partners's EMB Position: Q1 2026 in Review

WealthPLAN Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 5,052 shares — an estimated $486K sold.

WealthPLAN Partners first reported a position in EMB in Q4 2015 and held it in 19 quarters. The position peaked at $1.25M in Q4 2017. 844 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • WealthPLAN Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 5,052 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $486K.
  • WealthPLAN Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2015 and held it in 19 quarters.
  • WealthPLAN Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.25M in Q4 2017.
  • 844 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.