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Lion Street Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Lion Street 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
2020
Q2 		– Sell
-318
Closed -$31K – 140
2020
Q1 		$31K Buy
+318
New +$35.1K 0.17% 72

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
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
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Lion Street Advisors's EMB Position: Q2 2020 in Review

Lion Street Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2020, closing a stake of 318 shares — an estimated $31K sold.

Lion Street Advisors first reported a position in EMB in Q1 2020 and held it in 1 quarter. The position peaked at $31K in Q1 2020. 600 funds tracked by Wall St. Rank hold EMB as of Q2 2020.

  • Lion Street Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Lion Street Advisors sold 318 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2020, an estimated $31K.
  • Lion Street Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2020 and held it in 1 quarter.
  • Lion Street Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $31K in Q1 2020.
  • 600 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.