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Advisor Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Advisor 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
2019
Q4 		$33.5M Buy
291,329
+5,137
+2% +$580K 0.23% 83
2019
Q3 		$32.6M Buy
286,192
+24,694
+9% +$2.81M 0.24% 77
2019
Q2 		$29.8M Sell
261,498
-189,801
-42% -$20.9M 0.23% 77
2019
Q1 		$49.8M Buy
451,299
+10,254
+2% +$1.11M 0.41% 45
2018
Q4 		$46M Buy
441,045
+128,956
+41% +$13.5M 0.45% 40
2018
Q3 		$33.7M Buy
312,089
+178,016
+133% +$19.1M 0.34% 53
2018
Q2 		$14.3M Sell
134,073
-38,808
-22% -$4.23M 0.2% 100
2018
Q1 		$19.5M Buy
172,881
+21,390
+14% +$2.43M 0.27% 74
2017
Q4 		$17.6M Buy
151,491
+30,255
+25% +$3.5M 0.24% 84
2017
Q3 		$14.1M Buy
121,236
+28,231
+30% +$3.26M 0.22% 89
2017
Q2 		$10.6M Buy
93,005
+26,467
+40% +$3.04M 0.19% 113
2017
Q1 		$7.57M Buy
66,538
+8,376
+14% +$943K 0.15% 142
2016
Q4 		$6.41M Buy
58,162
+19,890
+52% +$2.23M 0.14% 155
2016
Q3 		$4.49M Buy
38,272
+10,647
+39% +$1.24M 0.11% 210
2016
Q2 		$3.18M Buy
+27,625
New +$3.08M 0.08% 262

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PM
Pharo Management New York $18.7M AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Advisor Group's EMB Position: Q4 2019 in Review

Advisor Group increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 1.8% in Q4 2019, buying an estimated $580K and bringing the position to 291,329 shares worth $33.5M. The position accounts for 0.23% of the portfolio, ranked #83.

Advisor Group first reported a position in EMB in Q2 2016 and has held it in 15 quarters since. The position peaked at $49.8M in Q1 2019. 656 funds tracked by Wall St. Rank hold EMB as of Q4 2019.

  • Advisor Group held 291,329 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $33.5M as of Q4 2019.
  • Advisor Group bought 5,137 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2019, an estimated $580K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.23% of Advisor Group's portfolio in Q4 2019, its #83 holding.
  • Advisor Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $49.8M in Q1 2019.
  • 656 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.