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

BT Wealth Management’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
Q1 		– Sell
-3,339
Closed -$361K – 68
2018
Q4 		$361K Buy
+3,339
New +$349K 0.16% 67

Other funds holding EMB

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

BT Wealth Management's EMB Position: Q1 2019 in Review

BT Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2019, closing a stake of 3,339 shares — an estimated $361K sold.

BT Wealth Management first reported a position in EMB in Q4 2018 and held it in 1 quarter. The position peaked at $361K in Q4 2018. 589 funds tracked by Wall St. Rank hold EMB as of Q1 2019.

  • BT Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2019 after selling out during the quarter.
  • BT Wealth Management sold 3,339 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2019, an estimated $361K.
  • BT Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and held it in 1 quarter.
  • BT Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $361K in Q4 2018.
  • 589 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2019.

Based on BT Wealth Management's 13F filing for Q1 2019, filed 15 Apr 2019.