Atwood & Palmer’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Atwood & Palmer’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 Q2	–	Sell	-25	Closed	-$3K	–	312
2019 Q1	$3K	Buy	+25	New	+$2.7K	﹤0.01%	306
2017 Q1	–	Sell	-388	Closed	-$43K	–	305
2016 Q4	$43K	Hold	388	–	–	0.01%	177
2016 Q3	$45K	Hold	388	–	–	0.01%	178
2016 Q2	$45K	Hold	388	–	–	0.01%	177
2016 Q1	$43K	Sell	388 -40	-9%	-$4.26K	0.01%	181
2015 Q4	$45K	Hold	428	–	–	0.01%	207
2015 Q3	$46K	Buy	428 +40	+10%	+$4.33K	0.01%	195
2015 Q2	$43K	Hold	388	–	–	0.01%	192
2015 Q1	$44K	Hold	388	–	–	0.01%	191
2014 Q4	$43K	Hold	388	–	–	0.01%	202
2014 Q3	$44K	Hold	388	–	–	0.01%	211
2014 Q2	$45K	Buy	+388	New	+$44K	0.01%	192

Other funds holding EMB

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Atwood & Palmer's EMB Position: Q2 2019 in Review

Atwood & Palmer sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2019, closing a stake of 25 shares — an estimated $3K sold.

Atwood & Palmer first reported a position in EMB in Q2 2014 and held it in 12 quarters. The position peaked at $46K in Q3 2015. 568 funds tracked by Wall St. Rank hold EMB as of Q2 2019.

Atwood & Palmer reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2019 after selling out during the quarter.
Atwood & Palmer sold 25 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2019, an estimated $3K.
Atwood & Palmer first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2014 and held it in 12 quarters.
Atwood & Palmer's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $46K in Q3 2015.
568 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2019.

Based on Atwood & Palmer's 13F filing for Q2 2019, filed 17 Jul 2019.