Integrated Wealth Management (Palm Desert)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q1	$438K	Sell	3,849 -35	-0.9%	-$3.94K	0.15%	144
2016 Q4	$428K	Hold	3,884	–	–	0.16%	142
2016 Q3	$455K	Hold	3,884	–	–	0.16%	134
2016 Q2	$447K	Sell	3,884 -196	-5%	-$21.9K	0.17%	121
2016 Q1	$450K	Sell	4,080 -861	-17%	-$91.7K	0.19%	109
2015 Q4	$523K	Buy	4,941 +761	+18%	+$82K	0.23%	91
2015 Q3	$445K	Buy	4,180 +47	+1%	+$5.09K	0.19%	103
2015 Q2	$454K	Buy	4,133 +917	+29%	+$103K	0.18%	110
2015 Q1	$360K	Buy	+3,216	New	+$357K	0.15%	120

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

WIM

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

BlackRock New York $6.73T AUM 46.02% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Integrated Wealth Management (Palm Desert)'s EMB Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.9% in Q1 2017, selling an estimated $3.94K and leaving 3,849 shares worth $438K. The position accounts for 0.15% of the portfolio, ranked #144.

Integrated Wealth Management (Palm Desert) first reported a position in EMB in Q1 2015 and has held it in 9 quarters since. The position peaked at $523K in Q4 2015. 414 funds tracked by Wall St. Rank hold EMB as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 3,849 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $438K as of Q1 2017.
Integrated Wealth Management (Palm Desert) sold 35 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2017, an estimated $3.94K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.15% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #144 holding.
Integrated Wealth Management (Palm Desert) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2015 and has held it in 9 quarters since.
Integrated Wealth Management (Palm Desert)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $523K in Q4 2015.
414 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.