AA
EMB icon

Axiom Advisory’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Axiom Advisory’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 		$1.88M Buy
20,670
+4,614
+29% +$421K 0.02% 119
2024
Q2 		$1.42M Buy
+16,056
New +$1.42M 0.02% 134

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
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

Axiom Advisory's EMB Position: Q3 2024 in Review

Axiom Advisory increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 29% in Q3 2024, buying an estimated $421K and bringing the position to 20,670 shares worth $1.88M. The position accounts for 0.02% of the portfolio, ranked #119.

Axiom Advisory first reported a position in EMB in Q2 2024 and has held it in 2 quarters since. 832 funds tracked by Wall St. Rank hold EMB as of Q3 2024.

  • Axiom Advisory held 20,670 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.88M as of Q3 2024.
  • Axiom Advisory bought 4,614 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2024, an estimated $421K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of Axiom Advisory's portfolio in Q3 2024, its #119 holding.
  • Axiom Advisory first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.