Cascadia Advisory Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Cascadia Advisory Services’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
2021 Q3	$366K	Buy	3,322 +184	+6%	+$20.7K	0.07%	202
2021 Q2	$353K	Buy	3,138 +41	+1%	+$4.56K	0.08%	190
2021 Q1	$337K	Buy	+3,097	New	+$346K	0.07%	188
2020 Q3	$225K	Sell	2,029 -949	-32%	-$107K	0.06%	197
2020 Q2	$325K	Buy	+2,978	New	+$308K	0.1%	140
2019 Q4	$905K	Buy	+7,898	New	+$892K	0.26%	99

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

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

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

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

Cascadia Advisory Services's EMB Position: Q3 2021 in Review

Cascadia Advisory Services increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 5.9% in Q3 2021, buying an estimated $20.7K and bringing the position to 3,322 shares worth $366K. The position accounts for 0.07% of the portfolio, ranked #202.

Cascadia Advisory Services first reported a position in EMB in Q4 2019 and has held it in 6 quarters since. The position peaked at $905K in Q4 2019. 738 funds tracked by Wall St. Rank hold EMB as of Q3 2021.

Cascadia Advisory Services held 3,322 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $366K as of Q3 2021.
Cascadia Advisory Services bought 184 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2021, an estimated $20.7K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.07% of Cascadia Advisory Services's portfolio in Q3 2021, its #202 holding.
Cascadia Advisory Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and has held it in 6 quarters since.
Cascadia Advisory Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $905K in Q4 2019.
738 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.