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Juncture Wealth Strategies’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Juncture Wealth Strategies’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
2021
Q2 		– Sell
-2,285
Closed -$248K – 112
2021
Q1 		$248K Sell
2,285
-50
-2% -$5.59K 0.16% 90
2020
Q4 		$271K Sell
2,335
-265
-10% -$30K 0.17% 97
2020
Q3 		$288K Sell
2,600
-10
-0.4% -$1.12K 0.2% 94
2020
Q2 		$285K Buy
2,610
+166
+7% +$17.2K 0.22% 89
2020
Q1 		$236K Sell
2,444
-257
-10% -$28.3K 0.22% 80
2019
Q4 		$309K Sell
2,701
-20
-0.7% -$2.26K 0.24% 85
2019
Q3 		$308K Sell
2,721
-605
-18% -$68.8K 0.27% 84
2019
Q2 		$377K Sell
3,326
-532
-14% -$58.6K 0.3% 85
2019
Q1 		$425K Sell
3,858
-870
-18% -$93.8K 0.33% 84
2018
Q4 		$491K Sell
4,728
-2,711
-36% -$283K 0.33% 64
2018
Q3 		$802K Sell
7,439
-102
-1% -$11K 0.42% 56
2018
Q2 		$805K Sell
7,541
-118
-2% -$12.9K 0.43% 54
2018
Q1 		$864K Buy
7,659
+566
+8% +$64.3K 0.48% 50
2017
Q4 		$823K Buy
7,093
+1,119
+19% +$129K 0.46% 54
2017
Q3 		$695K Buy
5,974
+843
+16% +$97.4K 0.39% 58
2017
Q2 		$587K Buy
5,131
+374
+8% +$43K 0.34% 63
2017
Q1 		$541K Buy
4,757
+1,647
+53% +$185K 0.33% 67
2016
Q4 		$343K Buy
3,110
+925
+42% +$104K 0.24% 72
2016
Q3 		$256K Buy
+2,185
New +$255K 0.17% 73

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Juncture Wealth Strategies's EMB Position: Q2 2021 in Review

Juncture Wealth Strategies sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2021, closing a stake of 2,285 shares — an estimated $248K sold.

Juncture Wealth Strategies first reported a position in EMB in Q3 2016 and held it in 19 quarters. The position peaked at $864K in Q1 2018. 734 funds tracked by Wall St. Rank hold EMB as of Q2 2021.

  • Juncture Wealth Strategies reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Juncture Wealth Strategies sold 2,285 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2021, an estimated $248K.
  • Juncture Wealth Strategies first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2016 and held it in 19 quarters.
  • Juncture Wealth Strategies's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $864K in Q1 2018.
  • 734 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2021.

Based on Juncture Wealth Strategies's 13F filing for Q2 2021, filed 13 Aug 2021.