Annapolis Financial Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Annapolis Financial Services’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
2024 Q3	$12.6K	Hold	135	–	–	﹤0.01%	269
2024 Q2	$11.9K	Hold	135	–	–	﹤0.01%	265
2024 Q1	$12.1K	Hold	135	–	–	﹤0.01%	263
2023 Q4	$12K	Sell	135 -1	-0.7%	-$84	﹤0.01%	330
2023 Q3	$11.2K	Buy	136 +1	+0.7%	+$85	﹤0.01%	330
2023 Q2	$11.7K	Hold	135	–	–	﹤0.01%	325
2023 Q1	$11.6K	Hold	135	–	–	﹤0.01%	301
2022 Q4	$11.4K	Hold	135	–	–	﹤0.01%	297
2022 Q3	$11K	Buy	+135	New	+$11.5K	﹤0.01%	318

Other funds holding EMB

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

AHSSHC

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Annapolis Financial Services's EMB Position: Q3 2024 in Review

Annapolis Financial Services held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q3 2024 at 135 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Annapolis Financial Services first reported a position in EMB in Q3 2022 and has held it in 9 quarters since. 832 funds tracked by Wall St. Rank hold EMB as of Q3 2024.

Annapolis Financial Services held 135 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $12.6K as of Q3 2024.
Annapolis Financial Services left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q3 2024.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #269 holding.
Annapolis Financial Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2022 and has held it in 9 quarters since.
832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.