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Leonetti & Associates’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Leonetti & Associates’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
2018
Q4 		– Sell
-2,766
Closed -$298K – 34
2018
Q3 		$298K Sell
2,766
-125
-4% -$13.4K 0.08% 34
2018
Q2 		$309K Sell
2,891
-99
-3% -$10.8K 0.08% 34
2018
Q1 		$337K Sell
2,990
-193
-6% -$21.9K 0.1% 36
2017
Q4 		$370K Sell
3,183
-52
-2% -$6.01K 0.1% 33
2017
Q3 		$377K Sell
3,235
-98
-3% -$11.3K 0.1% 36
2017
Q2 		$381K Sell
3,333
-44
-1% -$5.05K 0.11% 35
2017
Q1 		$384K Buy
3,377
+6
+0.2% +$676 0.11% 35
2016
Q4 		$372K Sell
3,371
-95
-3% -$10.7K 0.11% 32
2016
Q3 		$406K Sell
3,466
-95
-3% -$11.1K 0.11% 36
2016
Q2 		$410K Sell
3,561
-1,597
-31% -$178K 0.12% 39
2016
Q1 		$569K Sell
5,158
-320
-6% -$34.1K 0.17% 36
2015
Q4 		$579K Sell
5,478
-84
-2% -$9.05K 0.17% 36
2015
Q3 		$592K Sell
5,562
-132
-2% -$14.3K 0.19% 36
2015
Q2 		$626K Sell
5,694
-108
-2% -$12.1K 0.18% 38
2015
Q1 		$651K Buy
5,802
+77
+1% +$8.55K 0.19% 38
2014
Q4 		$628K Buy
5,725
+564
+11% +$63.5K 0.2% 39
2014
Q3 		$582K Sell
5,161
-85
-2% -$9.74K 0.19% 37
2014
Q2 		$605K Sell
5,246
-215
-4% -$24.4K 0.21% 30
2014
Q1 		$608K Sell
5,461
-245
-4% -$26.7K 0.2% 33
2013
Q4 		$617K Sell
5,706
-102
-2% -$11.1K 0.21% 34
2013
Q3 		$633K Sell
5,808
-175
-3% -$19K 0.23% 34
2013
Q2 		$655K Buy
+5,983
New +$699K 0.25% 33

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
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Leonetti & Associates's EMB Position: Q4 2018 in Review

Leonetti & Associates sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2018, closing a stake of 2,766 shares — an estimated $298K sold.

Leonetti & Associates first reported a position in EMB in Q2 2013 and held it in 22 quarters. The position peaked at $655K in Q2 2013. 546 funds tracked by Wall St. Rank hold EMB as of Q4 2018.

  • Leonetti & Associates reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Leonetti & Associates sold 2,766 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2018, an estimated $298K.
  • Leonetti & Associates first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and held it in 22 quarters.
  • Leonetti & Associates's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $655K in Q2 2013.
  • 546 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2018.

Based on Leonetti & Associates's 13F filing for Q4 2018, filed 19 Feb 2019.