Cambridge Trust’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Cambridge Trust’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 Q1	$151K	Buy	+1,685	New	+$148K	0.01%	292
2023 Q4	–	Sell	-911	Closed	-$75.2K	–	704
2023 Q3	$75.2K	Hold	911	–	–	﹤0.01%	377
2023 Q2	$78.8K	Hold	911	–	–	﹤0.01%	379
2023 Q1	$78.6K	Hold	911	–	–	﹤0.01%	387
2022 Q4	$77K	Hold	911	–	–	﹤0.01%	402
2022 Q3	$72K	Hold	911	–	–	﹤0.01%	408
2022 Q2	$78K	Hold	911	–	–	﹤0.01%	423
2022 Q1	$89K	Hold	911	–	–	﹤0.01%	446
2021 Q4	$99K	Buy	+911	New	+$99.4K	﹤0.01%	423

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Cambridge Trust's EMB Position: Q1 2024 in Review

Cambridge Trust opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2024: 1,685 shares worth $151K. The stake represents 0.01% of the portfolio and ranks #292 among its holdings. This is a return to the name: Cambridge Trust previously reported a position in EMB as recently as Q3 2023.

Cambridge Trust first reported a position in EMB in Q4 2021 and has held it in 9 quarters since. 809 funds tracked by Wall St. Rank hold EMB as of Q1 2024.

Cambridge Trust held 1,685 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $151K as of Q1 2024.
iShares JPMorgan USD Emerging Markets Bond ETF was a new Cambridge Trust position in Q1 2024.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Cambridge Trust's portfolio in Q1 2024, its #292 holding.
Cambridge Trust first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and has held it in 9 quarters since.
809 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.