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

Frontier 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 Q2	$380K	Buy	4,458 +2	+0%	+$181	0.03%	271
2022 Q1	$420K	Buy	4,456 +8	+0.2%	+$811	0.01%	266
2021 Q4	$485K	Sell	4,448 -118	-3%	-$12.9K	0.03%	268
2021 Q3	$503K	Sell	4,566 -257	-5%	-$28.9K	0.03%	266
2021 Q2	$542K	Buy	4,823 +213	+5%	+$23.7K	0.04%	258
2021 Q1	$502K	Sell	4,610 -287	-6%	-$32.1K	0.04%	239
2020 Q4	$568K	Sell	4,897 -74	-1%	-$8.38K	0.05%	210
2020 Q3	$551K	Sell	4,971 -1,025	-17%	-$115K	0.05%	202
2020 Q2	$655K	Buy	+5,996	New	+$620K	0.06%	183
2019 Q2	–	Sell	-10,473	Closed	-$1.15M	–	324
2019 Q1	$1.15M	Sell	10,473 -196	-2%	-$21.1K	0.16%	138
2018 Q4	$1.11M	Sell	10,669 -2,599	-20%	-$272K	0.17%	132
2018 Q3	$1.43M	Sell	13,268 -1,017	-7%	-$109K	0.14%	120
2018 Q2	$1.52M	Sell	14,285 -17,969	-56%	-$1.96M	0.22%	106
2018 Q1	$3.64M	Buy	32,254 +5,560	+21%	+$631K	0.51%	51
2017 Q4	$3.1M	Buy	26,694 +5,250	+24%	+$607K	0.5%	48
2017 Q3	$2.5M	Buy	21,444 +3,268	+18%	+$378K	0.36%	72
2017 Q2	$2.08M	Buy	18,176 +266	+1%	+$30.5K	0.32%	84
2017 Q1	$2.04M	Sell	17,910 -2,221	-11%	-$250K	0.31%	85
2016 Q4	$2.22M	Sell	20,131 -469	-2%	-$52.6K	0.36%	78
2016 Q3	$2.42M	Sell	20,600 -3,301	-14%	-$385K	0.37%	75
2016 Q2	$2.75M	Sell	23,901 -8,868	-27%	-$989K	0.44%	58
2016 Q1	$3.62M	Buy	32,769 +1,759	+6%	+$187K	0.3%	43
2015 Q4	$3.28M	Sell	31,010 -15,172	-33%	-$1.63M	0.53%	45
2015 Q3	$4.91M	Sell	46,182 -1,097	-2%	-$119K	0.78%	27
2015 Q2	$5.2M	Sell	47,279 -5,872	-11%	-$657K	0.8%	25
2015 Q1	$5.96M	Buy	53,151 +5,404	+11%	+$600K	0.96%	23
2014 Q4	$5.24M	Buy	+47,747	New	+$5.38M	0.99%	19

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

Frontier Wealth Management's EMB Position: Q2 2022 in Review

Frontier Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.04% in Q2 2022, buying an estimated $181 and bringing the position to 4,458 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #271.

Frontier Wealth Management first reported a position in EMB in Q4 2014 and has held it in 27 quarters since. The position peaked at $5.96M in Q1 2015. 681 funds tracked by Wall St. Rank hold EMB as of Q2 2022.

Frontier Wealth Management held 4,458 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $380K as of Q2 2022.
Frontier Wealth Management bought 2 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2022, an estimated $181.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.03% of Frontier Wealth Management's portfolio in Q2 2022, its #271 holding.
Frontier Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2014 and has held it in 27 quarters since.
Frontier Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $5.96M in Q1 2015.
681 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.