Investment Advisory Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Investment Advisory Group’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 Q1	–	Sell	-3,134	Closed	-$279K	–	161
2023 Q4	$279K	Sell	3,134 -24	-0.8%	-$2.02K	0.13%	113
2023 Q3	$261K	Sell	3,158 -148	-4%	-$12.6K	0.14%	107
2023 Q2	$286K	Sell	3,306 -147	-4%	-$12.5K	0.15%	101
2023 Q1	$298K	Sell	3,453 -145	-4%	-$12.5K	0.17%	100
2022 Q4	$304K	Sell	3,598 -470	-12%	-$38.9K	0.19%	97
2022 Q3	$323K	Buy	4,068 +1,444	+55%	+$123K	0.22%	81
2022 Q2	$223K	Buy	2,624 +9	+0.3%	+$814	0.15%	110
2022 Q1	$255K	Sell	2,615 -40	-2%	-$4.05K	0.15%	108
2021 Q4	$273K	Buy	+2,655	New	+$290K	0.17%	98

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Investment Advisory Group's EMB Position: Q1 2024 in Review

Investment Advisory Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2024, closing a stake of 3,134 shares — an estimated $279K sold.

Investment Advisory Group first reported a position in EMB in Q4 2021 and held it in 9 quarters. The position peaked at $323K in Q3 2022. 809 funds tracked by Wall St. Rank hold EMB as of Q1 2024.

Investment Advisory Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2024 after selling out during the quarter.
Investment Advisory Group sold 3,134 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2024, an estimated $279K.
Investment Advisory Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and held it in 9 quarters.
Investment Advisory Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $323K in Q3 2022.
809 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2024.

Based on Investment Advisory Group's 13F filing for Q1 2024, filed 29 Apr 2024.