LBA Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

LBA Wealth 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
2017 Q1	$59K	Buy	522 +500	+2,273%	+$56.3K	0.03%	186
2016 Q4	$2K	Hold	22	–	–	﹤0.01%	405
2016 Q3	$3K	Sell	22 -1,975	-99%	-$230K	﹤0.01%	400
2016 Q2	$230K	Sell	1,997 -705	-26%	-$78.6K	0.13%	100
2016 Q1	$298K	Buy	2,702 +2,680	+12,182%	+$286K	0.17%	93
2015 Q4	$2K	Buy	+22	New	+$2.37K	﹤0.01%	379
2014 Q4	–	Sell	-100	Closed	-$11K	–	325
2014 Q3	$11K	Buy	+100	New	+$11.5K	0.01%	279

Other funds holding EMB

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

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LBA Wealth Management's EMB Position: Q1 2017 in Review

LBA Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 2,273% in Q1 2017, buying an estimated $56.3K and bringing the position to 522 shares worth $59K. The position accounts for 0.03% of the portfolio, ranked #186.

LBA Wealth Management first reported a position in EMB in Q3 2014 and has held it in 7 quarters since. The position peaked at $298K in Q1 2016. 414 funds tracked by Wall St. Rank hold EMB as of Q1 2017.

LBA Wealth Management held 522 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $59K as of Q1 2017.
LBA Wealth Management bought 500 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2017, an estimated $56.3K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.03% of LBA Wealth Management's portfolio in Q1 2017, its #186 holding.
LBA Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2014 and has held it in 7 quarters since.
LBA Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $298K in Q1 2016.
414 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.