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Bell Rock Capital’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Bell Rock Capital’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
-26
Closed -$2K – 398
2019
Q1 		$2K Hold
26
– – ﹤0.01% 378
2018
Q4 		$2K Hold
26
– – ﹤0.01% 392
2018
Q3 		$3K Hold
26
– – ﹤0.01% 394
2018
Q2 		$3K Hold
26
– – ﹤0.01% 412
2018
Q1 		$3K Buy
+26
New +$2.95K ﹤0.01% 410

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bell Rock Capital's EMB Position: Q2 2019 in Review

Bell Rock Capital sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2019, closing a stake of 26 shares — an estimated $2K sold.

Bell Rock Capital first reported a position in EMB in Q1 2018 and held it in 5 quarters. The position peaked at $3K in Q3 2018. 568 funds tracked by Wall St. Rank hold EMB as of Q2 2019.

  • Bell Rock Capital reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Bell Rock Capital sold 26 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2019, an estimated $2K.
  • Bell Rock Capital first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2018 and held it in 5 quarters.
  • Bell Rock Capital's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3K in Q3 2018.
  • 568 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2019.

Based on Bell Rock Capital's 13F filing for Q2 2019, filed 31 Jul 2019.