InTrack Investment Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

InTrack Investment 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 Q4	–	Sell	-3,735	Closed	-$308K	–	135
2023 Q3	$308K	Buy	3,735 +669	+22%	+$57.1K	0.27%	106
2023 Q2	$265K	Sell	3,066 -488	-14%	-$41.7K	0.22%	119
2023 Q1	$307K	Sell	3,554 -5,241	-60%	-$452K	0.28%	101
2022 Q4	$744K	Buy	8,795 +2,379	+37%	+$197K	0.74%	46
2022 Q3	$509K	Sell	6,416 -1,155	-15%	-$98.7K	0.56%	61
2022 Q2	$646K	Buy	7,571 +2,854	+61%	+$258K	0.66%	50
2022 Q1	$461K	Buy	+4,717	New	+$478K	0.37%	83

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Pharo Management New York $18.7M AUM

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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

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

InTrack Investment Management's EMB Position: Q4 2023 in Review

InTrack Investment Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2023, closing a stake of 3,735 shares — an estimated $308K sold.

InTrack Investment Management first reported a position in EMB in Q1 2022 and held it in 7 quarters. The position peaked at $744K in Q4 2022. 822 funds tracked by Wall St. Rank hold EMB as of Q4 2023.

InTrack Investment Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2023 after selling out during the quarter.
InTrack Investment Management sold 3,735 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2023, an estimated $308K.
InTrack Investment Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2022 and held it in 7 quarters.
InTrack Investment Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $744K in Q4 2022.
822 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2023.

Based on InTrack Investment Management's 13F filing for Q4 2023, filed 4 Jan 2024.