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Bernardo Wealth Planning’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Bernardo Wealth Planning’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
2020
Q1 		– Sell
-1,900
Closed -$217K – 142
2019
Q4 		$217K Buy
+1,900
New +$215K 0.13% 155

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bernardo Wealth Planning's EMB Position: Q1 2020 in Review

Bernardo Wealth Planning sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2020, closing a stake of 1,900 shares — an estimated $217K sold.

Bernardo Wealth Planning first reported a position in EMB in Q4 2019 and held it in 1 quarter. The position peaked at $217K in Q4 2019. 602 funds tracked by Wall St. Rank hold EMB as of Q1 2020.

  • Bernardo Wealth Planning reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Bernardo Wealth Planning sold 1,900 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2020, an estimated $217K.
  • Bernardo Wealth Planning first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and held it in 1 quarter.
  • Bernardo Wealth Planning's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $217K in Q4 2019.
  • 602 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2020.

Based on Bernardo Wealth Planning's 13F filing for Q1 2020, filed 1 May 2020.