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

Edge 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
2022 Q4	–	Sell	-9,300	Closed	-$739K	–	88
2022 Q3	$739K	Hold	9,300	–	–	0.16%	45
2022 Q2	$793K	Hold	9,300	–	–	0.17%	44
2022 Q1	$909K	Hold	9,300	–	–	0.18%	50
2021 Q4	$1.01M	Buy	+9,300	New	+$1.01M	0.19%	51
2015 Q3	–	Sell	-140	Closed	-$15K	–	475
2015 Q2	$15K	Hold	140	–	–	0.01%	268
2015 Q1	$16K	Buy	+140	New	+$15.5K	0.01%	263

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

COPPSERS

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

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Edge Wealth Management's EMB Position: Q4 2022 in Review

Edge Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2022, closing a stake of 9,300 shares — an estimated $739K sold.

Edge Wealth Management first reported a position in EMB in Q1 2015 and held it in 6 quarters. The position peaked at $1.01M in Q4 2021. 729 funds tracked by Wall St. Rank hold EMB as of Q4 2022.

Edge Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2022 after selling out during the quarter.
Edge Wealth Management sold 9,300 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2022, an estimated $739K.
Edge Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2015 and held it in 6 quarters.
Edge Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.01M in Q4 2021.
729 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2022.

Based on Edge Wealth Management's 13F filing for Q4 2022, filed 25 Jan 2023.