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

Destination 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
2020 Q2	–	Sell	-2,474	Closed	-$239K	–	150
2020 Q1	$239K	Buy	+2,474	New	+$273K	0.01%	150
2019 Q2	–	Sell	-108	Closed	-$12K	–	603
2019 Q1	$12K	Buy	108 +56	+108%	+$6.04K	﹤0.01%	437
2018 Q4	$5K	Sell	52 -239	-82%	-$25K	﹤0.01%	450
2018 Q3	$31K	Buy	291 +203	+231%	+$21.8K	﹤0.01%	355
2018 Q2	$9K	Buy	88 +45	+105%	+$4.91K	﹤0.01%	401
2018 Q1	$5K	Buy	+43	New	+$4.88K	﹤0.01%	444
2017 Q1	–	Sell	-1,984	Closed	-$219K	–	163
2016 Q4	$219K	Sell	1,984 -1,761	-47%	-$198K	0.02%	156
2016 Q3	$439K	Buy	+3,745	New	+$436K	0.03%	114

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Destination Wealth Management's EMB Position: Q2 2020 in Review

Destination Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2020, closing a stake of 2,474 shares — an estimated $239K sold.

Destination Wealth Management first reported a position in EMB in Q3 2016 and held it in 8 quarters. The position peaked at $439K in Q3 2016. 600 funds tracked by Wall St. Rank hold EMB as of Q2 2020.

Destination Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2020 after selling out during the quarter.
Destination Wealth Management sold 2,474 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2020, an estimated $239K.
Destination Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2016 and held it in 8 quarters.
Destination Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $439K in Q3 2016.
600 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2020.

Based on Destination Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.