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

Avantax Planning 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
2018 Q4	–	Sell	-245	Closed	-$26K	–	530
2018 Q3	$26K	Buy	+245	New	+$26.3K	﹤0.01%	637
2018 Q2	–	Sell	-1,895	Closed	-$214K	–	570
2018 Q1	$214K	Sell	1,895 -796	-30%	-$90.4K	0.02%	281
2017 Q4	$312K	Buy	2,691 +279	+12%	+$32.3K	0.03%	225
2017 Q3	$281K	Buy	2,412 +136	+6%	+$15.7K	0.02%	285
2017 Q2	$260K	Sell	2,276 -177	-7%	-$20.3K	0.02%	277
2017 Q1	$279K	Sell	2,453 -8	-0.3%	-$901	0.02%	251
2016 Q4	$271K	Buy	+2,461	New	+$276K	0.03%	240

Other funds holding EMB

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

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

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

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

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Avantax Planning Partners's EMB Position: Q4 2018 in Review

Avantax Planning Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2018, closing a stake of 245 shares — an estimated $26K sold.

Avantax Planning Partners first reported a position in EMB in Q4 2016 and held it in 7 quarters. The position peaked at $312K in Q4 2017. 546 funds tracked by Wall St. Rank hold EMB as of Q4 2018.

Avantax Planning Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 245 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2018, an estimated $26K.
Avantax Planning Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2016 and held it in 7 quarters.
Avantax Planning Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $312K in Q4 2017.
546 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.