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

Bison Wealth’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
2022 Q2	–	Sell	-140	Closed	-$14K	–	335
2022 Q1	$14K	Hold	140	–	–	0.01%	317
2021 Q4	$15K	Sell	140 -281	-67%	-$30.7K	0.01%	296
2021 Q3	$46K	Sell	421 -104	-20%	-$11.7K	0.02%	323
2021 Q2	$59K	Sell	525 -100	-16%	-$11.1K	0.03%	308
2021 Q1	$68K	Buy	625 +104	+20%	+$11.6K	0.03%	303
2020 Q4	$60K	Sell	521 -81	-13%	-$9.17K	0.03%	287
2020 Q3	$67K	Buy	602 +41	+7%	+$4.61K	0.04%	238
2020 Q2	$61K	Buy	561 +40	+8%	+$4.14K	0.04%	242
2020 Q1	$50K	Hold	521	–	–	0.04%	236
2019 Q4	$60K	Buy	+521	New	+$58.9K	0.03%	288

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

Royal Bank of Canada

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

Bank of America

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

Wealthfront Advisers

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

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Envestnet Asset Management

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