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Litman Gregory Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Litman Gregory Wealth Management’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
Q1 		– Sell
-6,078
Closed -$663K – 61
2021
Q4 		$663K Buy
6,078
+17
+0.3% +$1.85K 0.11% 51
2021
Q3 		$667K Buy
6,061
+5,023
+484% +$564K 0.13% 46
2021
Q2 		$1.04M Sell
1,038
-6,984
-87% -$777K 0.19% 43
2021
Q1 		$873K Sell
8,022
-26,582
-77% -$2.97M 0.17% 42
2020
Q4 		$4.01M Buy
34,604
+2,697
+8% +$305K 0.74% 20
2020
Q3 		$3.54M Buy
31,907
+822
+3% +$92.3K 0.73% 20
2020
Q2 		$3.4M Buy
31,085
+1,400
+5% +$145K 0.75% 19
2020
Q1 		$2.87M Sell
29,685
-5,108
-15% -$563K 0.72% 20
2019
Q4 		$3.99M Buy
34,793
+1,627
+5% +$184K 0.89% 17
2019
Q3 		$3.76M Buy
33,166
+371
+1% +$42.2K 0.92% 17
2019
Q2 		$3.71M Buy
32,795
+324
+1% +$35.7K 0.98% 17
2019
Q1 		$3.57M Buy
32,471
+3,219
+11% +$347K 0.97% 17
2018
Q4 		$3.04M Buy
29,252
+3,362
+13% +$352K 0.93% 17
2018
Q3 		$2.79M Buy
25,890
+25,200
+3,652% +$2.71M 0.94% 20
2018
Q2 		$74K Hold
690
– – 0.03% 48
2018
Q1 		$78K Sell
690
-17
-2% -$1.93K 0.03% 64
2017
Q4 		$82K Buy
707
+188
+36% +$21.7K 0.02% 43
2017
Q3 		$60K Buy
+519
New +$60K 0.03% 46

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Litman Gregory Wealth Management's EMB Position: Q1 2022 in Review

Litman Gregory Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2022, closing a stake of 6,078 shares — an estimated $663K sold.

Litman Gregory Wealth Management first reported a position in EMB in Q3 2017 and held it in 18 quarters. The position peaked at $4.01M in Q4 2020. 737 funds tracked by Wall St. Rank hold EMB as of Q1 2022.

  • Litman Gregory Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 6,078 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2022, an estimated $663K.
  • Litman Gregory Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2017 and held it in 18 quarters.
  • Litman Gregory Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.01M in Q4 2020.
  • 737 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2022.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.