LFG
EMB icon

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

LifePlan Financial Group’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
2020
Q3 		$157K Sell
1,420
-183
-11% -$20.6K 0.07% 150
2020
Q2 		$175K Sell
1,603
-3,091
-66% -$320K 0.08% 133
2020
Q1 		$454K Buy
4,694
+698
+17% +$77K 0.25% 70
2019
Q4 		$458K Buy
3,996
+135
+3% +$15.3K 0.2% 86
2019
Q3 		$438K Sell
3,861
-344
-8% -$39.1K 0.21% 84
2019
Q2 		$476K Sell
4,205
-13,717
-77% -$1.51M 0.23% 74
2019
Q1 		$1.97M Buy
17,922
+6,458
+56% +$697K 1.05% 30
2018
Q4 		$1.19M Sell
11,464
-6,473
-36% -$677K 0.74% 35
2018
Q3 		$1.93M Sell
17,937
-2,247
-11% -$241K 1.05% 31
2018
Q2 		$2.15M Sell
20,184
-2,948
-13% -$322K 1.2% 27
2018
Q1 		$2.61M Buy
23,132
+10,620
+85% +$1.21M 1.52% 22
2017
Q4 		$1.46M Hold
12,512
– – 0.93% 32
2017
Q3 		$1.46M Buy
12,512
+1,805
+17% +$209K 0.93% 32
2017
Q2 		$1.22M Buy
10,707
+2,078
+24% +$239K 0.84% 33
2017
Q1 		$981K Sell
8,629
-3,226
-27% -$363K 0.68% 39
2016
Q4 		$1.31M Buy
11,855
+9,661
+440% +$1.08M 0.92% 38
2016
Q3 		$257K Buy
+2,194
New +$256K 0.18% 95
2015
Q3 		– Sell
-16,861
Closed -$1.85M – 91
2015
Q2 		$1.85M Buy
+16,861
New +$1.89M 1.24% 28

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LifePlan Financial Group's EMB Position: Q3 2020 in Review

LifePlan Financial Group reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 11% in Q3 2020, selling an estimated $20.6K and leaving 1,420 shares worth $157K. The position accounts for 0.07% of the portfolio, ranked #150.

LifePlan Financial Group first reported a position in EMB in Q2 2015 and has held it in 18 quarters since. The position peaked at $2.61M in Q1 2018. 604 funds tracked by Wall St. Rank hold EMB as of Q3 2020.

  • LifePlan Financial Group held 1,420 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $157K as of Q3 2020.
  • LifePlan Financial Group sold 183 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2020, an estimated $20.6K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.07% of LifePlan Financial Group's portfolio in Q3 2020, its #150 holding.
  • LifePlan Financial Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2015 and has held it in 18 quarters since.
  • LifePlan Financial Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.61M in Q1 2018.
  • 604 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.