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JOYN Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-60
Closed -$6K – 488
2018
Q4 		$6K Hold
60
– – ﹤0.01% 1173
2018
Q3 		$6K Hold
60
– – ﹤0.01% 1121
2018
Q2 		$6K Sell
60
-60
-50% -$6.55K ﹤0.01% 1067
2018
Q1 		$14K Buy
+120
New +$13.6K ﹤0.01% 730
2014
Q1 		– Sell
-2,566
Closed -$278K – 44
2013
Q4 		$278K Buy
+2,566
New +$280K 0.15% 22

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

JOYN Advisors's EMB Position: Q1 2019 in Review

JOYN Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2019, closing a stake of 60 shares — an estimated $6K sold.

JOYN Advisors first reported a position in EMB in Q4 2013 and held it in 5 quarters. The position peaked at $278K in Q4 2013. 589 funds tracked by Wall St. Rank hold EMB as of Q1 2019.

  • JOYN Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 60 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2019, an estimated $6K.
  • JOYN Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2013 and held it in 5 quarters.
  • JOYN Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $278K in Q4 2013.
  • 589 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.