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Independence Trust’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Independence Trust’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
2015
Q1 		– Sell
-2,687
Closed -$295K – 124
2014
Q4 		$295K Buy
+2,687
New +$303K 0.18% 95

Other funds holding EMB

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Independence Trust's EMB Position: Q1 2015 in Review

Independence Trust sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2015, closing a stake of 2,687 shares — an estimated $295K sold.

Independence Trust first reported a position in EMB in Q4 2014 and held it in 1 quarter. The position peaked at $295K in Q4 2014. 282 funds tracked by Wall St. Rank hold EMB as of Q1 2015.

  • Independence Trust reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Independence Trust sold 2,687 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2015, an estimated $295K.
  • Independence Trust first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2014 and held it in 1 quarter.
  • Independence Trust's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $295K in Q4 2014.
  • 282 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2015.

Based on Independence Trust's 13F filing for Q1 2015, filed 21 Apr 2015.