Glassman Wealth Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Glassman Wealth Services’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
2024 Q2	–	Sell	-48	Closed	-$4.34K	–	201
2024 Q1	$4.34K	Buy	48 +17	+55%	+$1.5K	﹤0.01%	179
2023 Q4	$2.77K	Hold	31	–	–	﹤0.01%	1253
2023 Q3	$2.53K	Buy	+31	New	+$2.64K	﹤0.01%	1259
2022 Q4	–	Hold	0	–	–	–	1907
2022 Q3	–	Sell	-23	Closed	-$1.97K	–	1747
2022 Q2	$2K	Hold	23	–	–	﹤0.01%	1229
2022 Q1	$2K	Buy	+23	New	+$2.33K	﹤0.01%	1218
2021 Q4	–	Sell	-22	Closed	-$2K	–	1702
2021 Q3	$2K	Hold	22	–	–	﹤0.01%	1154
2021 Q2	$3K	Hold	22	–	–	﹤0.01%	1049
2021 Q1	$2K	Sell	22 -658	-97%	-$73.6K	﹤0.01%	1081
2020 Q4	$79K	Hold	680	–	–	0.02%	268
2020 Q3	$75K	Buy	+680	New	+$76.4K	0.02%	237

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Glassman Wealth Services's EMB Position: Q2 2024 in Review

Glassman Wealth Services sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2024, closing a stake of 48 shares — an estimated $4.34K sold.

Glassman Wealth Services first reported a position in EMB in Q3 2020 and held it in 10 quarters. The position peaked at $79K in Q4 2020. 810 funds tracked by Wall St. Rank hold EMB as of Q2 2024.

Glassman Wealth Services reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2024 after selling out during the quarter.
Glassman Wealth Services sold 48 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2024, an estimated $4.34K.
Glassman Wealth Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2020 and held it in 10 quarters.
Glassman Wealth Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $79K in Q4 2020.
810 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2024.

Based on Glassman Wealth Services's 13F filing for Q2 2024, filed 6 Aug 2024.