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Ironwood Financial’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Ironwood Financial’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
Q3 		$37K Sell
346
-150
-30% -$16.3K 0.02% 131
2015
Q2 		$55K Sell
496
-64
-11% -$7.16K 0.03% 112
2015
Q1 		$63K Sell
560
-3,791
-87% -$421K 0.03% 103
2014
Q4 		$478K Buy
+4,351
New +$490K 0.26% 48

Other funds holding EMB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ironwood Financial's EMB Position: Q3 2015 in Review

Ironwood Financial reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 30% in Q3 2015, selling an estimated $16.3K and leaving 346 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #131.

Ironwood Financial first reported a position in EMB in Q4 2014 and has held it in 4 quarters since. The position peaked at $478K in Q4 2014. 281 funds tracked by Wall St. Rank hold EMB as of Q3 2015.

  • Ironwood Financial held 346 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $37K as of Q3 2015.
  • Ironwood Financial sold 150 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2015, an estimated $16.3K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of Ironwood Financial's portfolio in Q3 2015, its #131 holding.
  • Ironwood Financial first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2014 and has held it in 4 quarters since.
  • Ironwood Financial's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $478K in Q4 2014.
  • 281 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2015.

Based on Ironwood Financial's 13F filing for Q3 2015, filed 9 Nov 2015.