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Asset Planning Services (Pennsylvania)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Asset Planning Services (Pennsylvania)’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 		– Sell
-71
Closed -$8K – 123
2019
Q3 		$8K Buy
71
+1
+1% +$114 ﹤0.01% 216
2019
Q2 		$8K Buy
70
+1
+1% +$110 ﹤0.01% 208
2019
Q1 		$8K Hold
69
– – ﹤0.01% 207
2018
Q4 		$7K Buy
69
+1
+1% +$105 ﹤0.01% 214
2018
Q3 		$7K Buy
68
+2
+3% +$215 ﹤0.01% 218
2018
Q2 		$7K Sell
66
-3
-4% -$327 ﹤0.01% 216
2018
Q1 		$8K Buy
69
+1
+1% +$114 ﹤0.01% 217
2017
Q4 		$8K Hold
68
– – ﹤0.01% 221
2017
Q3 		$8K Buy
68
+2
+3% +$231 ﹤0.01% 241
2017
Q2 		$8K Buy
66
+3
+5% +$345 0.01% 235
2017
Q1 		$7K Sell
63
-71
-53% -$8K ﹤0.01% 236
2016
Q4 		$15K Buy
134
+73
+120% +$8.19K 0.01% 177
2016
Q3 		$7K Hold
61
– – 0.01% 208
2016
Q2 		$7K Buy
61
+1
+2% +$112 0.01% 216
2016
Q1 		$7K Buy
60
+1
+2% +$107 0.01% 209
2015
Q4 		$6K Buy
59
+1
+2% +$108 0.01% 191
2015
Q3 		$6K Hold
58
– – 0.01% 182
2015
Q2 		$6K Buy
+58
New +$6.49K 0.01% 199

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
PM
Pharo Management New York $18.7M AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s EMB Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2019, closing a stake of 71 shares — an estimated $8K sold.

Asset Planning Services (Pennsylvania) first reported a position in EMB in Q2 2015 and held it in 18 quarters. The position peaked at $15K in Q4 2016. 656 funds tracked by Wall St. Rank hold EMB as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 71 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2019, an estimated $8K.
  • Asset Planning Services (Pennsylvania) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2015 and held it in 18 quarters.
  • Asset Planning Services (Pennsylvania)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $15K in Q4 2016.
  • 656 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.