Lindbrook Capital’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Lindbrook Capital’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
2024 Q4	–	Sell	-11	Closed	-$1.03K	–	2815
2024 Q3	$1.03K	Buy	+11	New	+$1K	﹤0.01%	2492
2024 Q2	–	Sell	-440	Closed	-$39.5K	–	2780
2024 Q1	$39.5K	Sell	440 -20	-4%	-$1.76K	﹤0.01%	882
2023 Q4	$41K	Hold	460	–	–	﹤0.01%	830
2023 Q3	$38K	Hold	460	–	–	﹤0.01%	788
2023 Q2	$39.8K	Buy	460 +20	+5%	+$1.71K	﹤0.01%	788
2023 Q1	$38K	Hold	440	–	–	﹤0.01%	799
2022 Q4	$37.2K	Hold	440	–	–	﹤0.01%	803
2022 Q3	$35K	Hold	440	–	–	0.01%	773
2022 Q2	$38K	Hold	440	–	–	0.01%	757
2022 Q1	$43K	Hold	440	–	–	0.01%	721
2021 Q4	$48K	Hold	440	–	–	0.01%	731
2021 Q3	$48K	Hold	440	–	–	0.01%	452
2021 Q2	$49K	Hold	440	–	–	0.01%	484
2021 Q1	$48K	Hold	440	–	–	0.01%	458
2020 Q4	$51K	Buy	+440	New	+$49.8K	0.01%	393

Other funds holding EMB

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lindbrook Capital's EMB Position: Q4 2024 in Review

Lindbrook Capital sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2024, closing a stake of 11 shares — an estimated $1.03K sold.

Lindbrook Capital first reported a position in EMB in Q4 2020 and held it in 15 quarters. The position peaked at $51K in Q4 2020. 863 funds tracked by Wall St. Rank hold EMB as of Q4 2024.

Lindbrook Capital reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2024 after selling out during the quarter.
Lindbrook Capital sold 11 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2024, an estimated $1.03K.
Lindbrook Capital first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2020 and held it in 15 quarters.
Lindbrook Capital's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $51K in Q4 2020.
863 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2024.

Based on Lindbrook Capital's 13F filing for Q4 2024, filed 6 Feb 2025.