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Bigelow Investment Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Bigelow Investment Advisors’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
Q4 		– Sell
-2,465
Closed -$231K – 149
2024
Q3 		$231K Buy
+2,465
New +$225K 0.1% 150
2024
Q2 		– Sell
-2,339
Closed -$210K – 153
2024
Q1 		$210K Sell
2,339
-120
-5% -$10.6K 0.1% 151
2023
Q4 		$219K Sell
2,459
-639
-21% -$53.8K 0.12% 146
2023
Q3 		$256K Sell
3,098
-499
-14% -$42.6K 0.15% 133
2023
Q2 		$311K Buy
+3,597
New +$307K 0.17% 121
2023
Q1 		– Sell
-3,496
Closed -$301K – 122
2022
Q4 		$296K Sell
3,496
-2,466
-41% -$204K 0.17% 124
2022
Q3 		$473K Sell
5,962
-610
-9% -$52.1K 0.28% 100
2022
Q2 		$561K Sell
6,572
-1,823
-22% -$165K 0.31% 92
2022
Q1 		$821K Buy
8,395
+27
+0.3% +$2.74K 0.38% 67
2021
Q4 		$913K Buy
8,368
+132
+2% +$14.4K 0.42% 62
2021
Q3 		$906K Buy
8,236
+842
+11% +$94.6K 0.45% 63
2021
Q2 		$832K Buy
7,394
+230
+3% +$25.6K 0.4% 66
2021
Q1 		$780K Buy
7,164
+469
+7% +$52.4K 0.4% 68
2020
Q4 		$776K Buy
6,695
+2,625
+64% +$297K 0.41% 64
2020
Q3 		$451K Buy
4,070
+637
+19% +$71.5K 0.27% 95
2020
Q2 		$375K Sell
3,433
-27
-0.8% -$2.79K 0.24% 102
2020
Q1 		$335K Buy
3,460
+638
+23% +$70.3K 0.25% 105
2019
Q4 		$323K Buy
2,822
+914
+48% +$103K 0.19% 126
2019
Q3 		$216K Buy
+1,908
New +$217K 0.14% 145

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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $19.6B AUM 25.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bigelow Investment Advisors's EMB Position: Q4 2024 in Review

Bigelow Investment Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2024, closing a stake of 2,465 shares — an estimated $231K sold.

Bigelow Investment Advisors first reported a position in EMB in Q3 2019 and held it in 19 quarters. The position peaked at $913K in Q4 2021. 862 funds tracked by Wall St. Rank hold EMB as of Q4 2024.

  • Bigelow Investment Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Bigelow Investment Advisors sold 2,465 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2024, an estimated $231K.
  • Bigelow Investment Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2019 and held it in 19 quarters.
  • Bigelow Investment Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $913K in Q4 2021.
  • 862 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2024.

Based on Bigelow Investment Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.