Certified Advisory Corp’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-168	Closed	-$18K	–	352
2021 Q1	$18K	Buy	+168	New	+$18.8K	﹤0.01%	510
2020 Q2	$15K	Hold	134	–	–	0.01%	486
2020 Q1	$13K	Sell	134 -85	-39%	-$9.37K	0.01%	487
2019 Q4	$25K	Buy	219 +78	+55%	+$8.81K	0.01%	430
2019 Q3	$16K	Hold	141	–	–	0.01%	516
2019 Q2	$16K	Hold	141	–	–	0.01%	515
2019 Q1	$16K	Hold	141	–	–	0.01%	484
2018 Q4	$15K	Sell	141 -153	-52%	-$16K	0.01%	477
2018 Q3	$32K	Sell	294 -3,168	-92%	-$340K	0.01%	354
2018 Q2	$370K	Sell	3,462 -172	-5%	-$18.8K	0.21%	101
2018 Q1	$410K	Buy	3,634 +215	+6%	+$24.4K	0.24%	96
2017 Q4	$397K	Buy	+3,419	New	+$395K	0.29%	77

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Certified Advisory Corp's EMB Position: Q2 2021 in Review

Certified Advisory Corp sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2021, closing a stake of 168 shares — an estimated $18K sold.

Certified Advisory Corp first reported a position in EMB in Q4 2017 and held it in 12 quarters. The position peaked at $410K in Q1 2018. 734 funds tracked by Wall St. Rank hold EMB as of Q2 2021.

Certified Advisory Corp reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 168 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2021, an estimated $18K.
Certified Advisory Corp first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $410K in Q1 2018.
734 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.