Financial Partners Group (Kansas)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Financial Partners Group (Kansas)’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	-11,094	Closed	-$1.21M	–	149
2021 Q1	$1.21M	Sell	11,094 -1,751	-14%	-$196K	0.34%	48
2020 Q4	$1.46M	Buy	12,845 +9,320	+264%	+$1.06M	0.44%	37
2020 Q3	$391K	Buy	+3,525	New	+$396K	0.13%	70
2018 Q4	–	Sell	-28,029	Closed	-$3.02M	–	75
2018 Q3	$3.02M	Buy	28,029 +4,095	+17%	+$440K	1.97%	17
2018 Q2	$2.56M	Buy	23,934 +1,578	+7%	+$172K	1.87%	16
2018 Q1	$2.52M	Sell	22,356 -51	-0.2%	-$5.79K	1.98%	17
2017 Q4	$2.6M	Buy	+22,407	New	+$2.59M	2.05%	18

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

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

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

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

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

AHSSHC

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

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

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

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

Financial Partners Group (Kansas)'s EMB Position: Q2 2021 in Review

Financial Partners Group (Kansas) sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2021, closing a stake of 11,094 shares — an estimated $1.21M sold.

Financial Partners Group (Kansas) first reported a position in EMB in Q4 2017 and held it in 7 quarters. The position peaked at $3.02M in Q3 2018. 736 funds tracked by Wall St. Rank hold EMB as of Q2 2021.

Financial Partners Group (Kansas) reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2021 after selling out during the quarter.
Financial Partners Group (Kansas) sold 11,094 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2021, an estimated $1.21M.
Financial Partners Group (Kansas) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2017 and held it in 7 quarters.
Financial Partners Group (Kansas)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.02M in Q3 2018.
736 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2021.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2021, filed 13 Aug 2021.