H&H Retirement Design & Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

H&H Retirement Design & 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 Q1	–	Sell	-15,956	Closed	-$1.4M	–	63
2022 Q4	$1.4M	Buy	15,956 +507	+3%	+$41.9K	1.18%	23
2022 Q3	$1.2M	Sell	15,449 -3,407	-18%	-$291K	1.13%	24
2022 Q2	$1.66M	Sell	18,856 -3,225	-15%	-$292K	1.21%	23
2022 Q1	$2.1M	Buy	22,081 +1,154	+6%	+$117K	1.43%	21
2021 Q4	$2.07M	Buy	+20,927	New	+$2.28M	1.31%	22

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

H&H Retirement Design & Management's EMB Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2023, closing a stake of 15,956 shares — an estimated $1.4M sold.

H&H Retirement Design & Management first reported a position in EMB in Q4 2021 and held it in 5 quarters. The position peaked at $2.1M in Q1 2022. 758 funds tracked by Wall St. Rank hold EMB as of Q1 2023.

H&H Retirement Design & Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2023 after selling out during the quarter.
H&H Retirement Design & Management sold 15,956 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2023, an estimated $1.4M.
H&H Retirement Design & Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and held it in 5 quarters.
H&H Retirement Design & Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.1M in Q1 2022.
758 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.