Independent Portfolio Consultants’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$54K	Sell	470 -515	-52%	-$59.1K	0.02%	506
2017 Q1	$112K	Sell	985 -2,690	-73%	-$303K	0.04%	422
2016 Q4	$405K	Sell	3,675 -6,530	-64%	-$733K	0.13%	235
2016 Q3	$1.2M	Sell	10,205 -500	-5%	-$58.3K	0.38%	67
2016 Q2	$1.23M	Sell	10,705 -11,900	-53%	-$1.33M	0.39%	61
2016 Q1	$2.49M	Buy	22,605 +9,630	+74%	+$1.03M	0.7%	15
2015 Q4	$1.37M	Buy	12,975 +12,280	+1,767%	+$1.32M	0.41%	74
2015 Q3	$74K	Buy	+695	New	+$75.3K	0.02%	506
2014 Q3	–	Sell	-333	Closed	-$38K	–	858
2014 Q2	$38K	Buy	+333	New	+$37.8K	0.01%	681

Other funds holding EMB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Independent Portfolio Consultants's EMB Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 52% in Q2 2017, selling an estimated $59.1K and leaving 470 shares worth $54K. The position accounts for 0.02% of the portfolio, ranked #506.

Independent Portfolio Consultants first reported a position in EMB in Q2 2014 and has held it in 9 quarters since. The position peaked at $2.49M in Q1 2016. 421 funds tracked by Wall St. Rank hold EMB as of Q2 2017.

Independent Portfolio Consultants held 470 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $54K as of Q2 2017.
Independent Portfolio Consultants sold 515 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2017, an estimated $59.1K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #506 holding.
Independent Portfolio Consultants first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2014 and has held it in 9 quarters since.
Independent Portfolio Consultants's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.49M in Q1 2016.
421 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.