Beacon Bridge Wealth Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Beacon Bridge Wealth 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
2024 Q3	–	Sell	-7,766	Closed	-$687K	–	91
2024 Q2	$687K	Buy	7,766 +1,550	+25%	+$137K	0.32%	55
2024 Q1	$557K	Buy	6,216 +1,112	+22%	+$97.9K	0.26%	57
2023 Q4	$455K	Buy	+5,104	New	+$430K	0.23%	60

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

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

Beacon Bridge Wealth Partners's EMB Position: Q3 2024 in Review

Beacon Bridge Wealth Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2024, closing a stake of 7,766 shares — an estimated $687K sold.

Beacon Bridge Wealth Partners first reported a position in EMB in Q4 2023 and held it in 3 quarters. The position peaked at $687K in Q2 2024. 832 funds tracked by Wall St. Rank hold EMB as of Q3 2024.

Beacon Bridge Wealth Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2024 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 7,766 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2024, an estimated $687K.
Beacon Bridge Wealth Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and held it in 3 quarters.
Beacon Bridge Wealth Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $687K in Q2 2024.
832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2024.

Based on Beacon Bridge Wealth Partners's 13F filing for Q3 2024, filed 12 Nov 2024.