Baldrige Asset Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Baldrige Asset Management’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
2023 Q1	$133K	Hold	1,546	–	–	0.05%	132
2022 Q4	$131K	Buy	1,546 +66	+4%	+$5.46K	0.06%	122
2022 Q3	$118K	Hold	1,480	–	–	0.06%	127
2022 Q2	$126K	Sell	1,480 -1,160	-44%	-$105K	0.06%	125
2022 Q1	$258K	Buy	2,640 +416	+19%	+$42.1K	0.11%	99
2021 Q4	$243K	Hold	2,224	–	–	0.09%	100
2021 Q3	$245K	Hold	2,224	–	–	0.1%	96
2021 Q2	$250K	Hold	2,224	–	–	0.11%	92
2021 Q1	$242K	Buy	2,224 +130	+6%	+$14.5K	0.13%	79
2020 Q4	$243K	Hold	2,094	–	–	0.14%	78
2020 Q3	$232K	Buy	+2,094	New	+$235K	0.16%	74

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Baldrige Asset Management's EMB Position: Q1 2023 in Review

Baldrige Asset Management held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q1 2023 at 1,546 shares worth $133K. The position accounts for 0.05% of the portfolio, ranked #132.

Baldrige Asset Management first reported a position in EMB in Q3 2020 and has held it in 11 quarters since. The position peaked at $258K in Q1 2022. 758 funds tracked by Wall St. Rank hold EMB as of Q1 2023.

Baldrige Asset Management held 1,546 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $133K as of Q1 2023.
Baldrige Asset Management left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q1 2023.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.05% of Baldrige Asset Management's portfolio in Q1 2023, its #132 holding.
Baldrige Asset Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2020 and has held it in 11 quarters since.
Baldrige Asset Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $258K in Q1 2022.
758 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.