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

Endurance 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
2023 Q2	$8K	Sell	95 -101	-52%	-$8.62K	﹤0.01%	514
2023 Q1	$17K	Hold	196	–	–	﹤0.01%	454
2022 Q4	$17K	Buy	196 +101	+106%	+$8.35K	﹤0.01%	425
2022 Q3	$8K	Hold	95	–	–	﹤0.01%	486
2022 Q2	$8K	Hold	95	–	–	﹤0.01%	500
2022 Q1	$9K	Buy	+95	New	+$9.63K	﹤0.01%	517

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

BlackRock New York $6.73T AUM 46.02% 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 $672B AUM 33.48% 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

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

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

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

Endurance Wealth Management's EMB Position: Q2 2023 in Review

Endurance Wealth Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 52% in Q2 2023, selling an estimated $8.62K and leaving 95 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Endurance Wealth Management first reported a position in EMB in Q1 2022 and has held it in 6 quarters since. The position peaked at $17K in Q1 2023. 761 funds tracked by Wall St. Rank hold EMB as of Q2 2023.

Endurance Wealth Management held 95 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $8K as of Q2 2023.
Endurance Wealth Management sold 101 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2023, an estimated $8.62K.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #514 holding.
Endurance Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2022 and has held it in 6 quarters since.
Endurance Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $17K in Q1 2023.
761 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.