Graves Light Lenhart Wealth’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Graves Light Lenhart Wealth’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	–	Sell	-673	Closed	-$66K	–	633
2022 Q1	$66K	Hold	673	–	–	0.01%	319
2021 Q4	$73K	Buy	+673	New	+$73.4K	0.01%	351
2021 Q3	–	Sell	-1,953	Closed	-$220K	–	727
2021 Q2	$220K	Hold	1,953	–	–	0.04%	171
2021 Q1	$213K	Hold	1,953	–	–	0.04%	174
2020 Q4	$226K	Sell	1,953 -541	-22%	-$61.3K	0.04%	158
2020 Q3	$277K	Hold	2,494	–	–	0.06%	123
2020 Q2	$272K	Hold	2,494	–	–	0.06%	125
2020 Q1	$241K	Hold	2,494	–	–	0.07%	126
2019 Q4	$286K	Hold	2,494	–	–	0.06%	138
2019 Q3	$283K	Hold	2,494	–	–	0.06%	134
2019 Q2	$283K	Hold	2,494	–	–	0.07%	125
2019 Q1	$274K	Hold	2,494	–	–	0.07%	117
2018 Q4	$259K	Buy	+2,494	New	+$261K	0.08%	117

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

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

Graves Light Lenhart Wealth's EMB Position: Q2 2022 in Review

Graves Light Lenhart Wealth sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2022, closing a stake of 673 shares — an estimated $66K sold.

Graves Light Lenhart Wealth first reported a position in EMB in Q4 2018 and held it in 13 quarters. The position peaked at $286K in Q4 2019. 680 funds tracked by Wall St. Rank hold EMB as of Q2 2022.

Graves Light Lenhart Wealth reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 673 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2022, an estimated $66K.
Graves Light Lenhart Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and held it in 13 quarters.
Graves Light Lenhart Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $286K in Q4 2019.
680 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.