Lineweaver Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Lineweaver Wealth Advisors’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
2022 Q2	–	Sell	-10,177	Closed	-$994K	–	134
2022 Q1	$994K	Sell	10,177 -265	-3%	-$26.9K	0.28%	61
2021 Q4	$1.14M	Sell	10,442 -1,279	-11%	-$140K	0.33%	51
2021 Q3	$1.29M	Sell	11,721 -425	-3%	-$47.7K	0.39%	45
2021 Q2	$1.37M	Sell	12,146 -501	-4%	-$55.8K	0.45%	38
2021 Q1	$1.38M	Sell	12,647 -7,417	-37%	-$829K	0.49%	36
2020 Q4	$2.33M	Sell	20,064 -75	-0.4%	-$8.49K	0.91%	25
2020 Q3	$2.23M	Sell	20,139 -58	-0.3%	-$6.51K	1%	23
2020 Q2	$2.21M	Sell	20,197 -15,867	-44%	-$1.64M	1.12%	22
2020 Q1	$3.49M	Buy	36,064 +2,275	+7%	+$251K	2.19%	17
2019 Q4	$3.87M	Buy	+33,789	New	+$3.82M	2.18%	14

Other funds holding EMB

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Envestnet Asset Management

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