Horizon Financial Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Horizon Financial 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	-101	Closed	-$8.96K	–	265
2024 Q1	$9.06K	Sell	101 -30,611	-100%	-$2.7M	0.01%	132
2023 Q4	$2.74M	Buy	30,712 +103	+0.3%	+$8.68K	1.93%	20
2023 Q3	$2.53M	Sell	30,609 -28	-0.1%	-$2.39K	2.03%	19
2023 Q2	$2.65M	Buy	30,637 +529	+2%	+$45.2K	2.16%	19
2023 Q1	$2.6M	Sell	30,108 -2,597	-8%	-$224K	2.23%	18
2022 Q4	$2.77M	Sell	32,705 -10,617	-25%	-$878K	2.39%	16
2022 Q3	$3.44M	Sell	43,322 -3,995	-8%	-$341K	3.06%	12
2022 Q2	$4.04M	Sell	47,317 -2,664	-5%	-$241K	3.11%	13
2022 Q1	$4.89M	Sell	49,981 -10,717	-18%	-$1.09M	3.11%	13
2021 Q4	$6.62M	Buy	60,698 +5,733	+10%	+$625K	4.02%	9
2021 Q3	$6.05M	Buy	54,965 +23,159	+73%	+$2.6M	3.98%	8
2021 Q2	$3.58M	Buy	+31,806	New	+$3.54M	2.59%	14

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

Horizon Financial Services's EMB Position: Q2 2024 in Review

Horizon Financial Services sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2024, closing a stake of 101 shares — an estimated $8.96K sold.

Horizon Financial Services first reported a position in EMB in Q2 2021 and held it in 12 quarters. The position peaked at $6.62M in Q4 2021. 810 funds tracked by Wall St. Rank hold EMB as of Q2 2024.

Horizon Financial Services reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2024 after selling out during the quarter.
Horizon Financial Services sold 101 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2024, an estimated $8.96K.
Horizon Financial Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2021 and held it in 12 quarters.
Horizon Financial Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $6.62M in Q4 2021.
810 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2024.

Based on Horizon Financial Services's 13F filing for Q2 2024, filed 30 Jul 2024.