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

Lyell 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 Q2	–	Sell	-5,327	Closed	-$521K	–	195
2022 Q1	$521K	Buy	5,327 +177	+3%	+$17.9K	0.07%	133
2021 Q4	$562K	Sell	5,150 -1,750	-25%	-$191K	0.06%	128
2021 Q3	$759K	Sell	6,900 -79	-1%	-$8.87K	0.09%	115
2021 Q2	$785K	Buy	6,979 +659	+10%	+$73.3K	0.1%	118
2021 Q1	$688K	Buy	+6,320	New	+$706K	0.1%	113

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

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

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

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

APF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VMPIC

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Lyell Wealth Management's EMB Position: Q2 2022 in Review

Lyell Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2022, closing a stake of 5,327 shares — an estimated $521K sold.

Lyell Wealth Management first reported a position in EMB in Q1 2021 and held it in 5 quarters. The position peaked at $785K in Q2 2021. 680 funds tracked by Wall St. Rank hold EMB as of Q2 2022.

Lyell Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2022 after selling out during the quarter.
Lyell Wealth Management sold 5,327 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2022, an estimated $521K.
Lyell Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2021 and held it in 5 quarters.
Lyell Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $785K in Q2 2021.
680 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2022.

Based on Lyell Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.