Mariner Independent Advisor Network’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Mariner Independent Advisor Network’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	-11,707	Closed	-$1.11M	–	551
2022 Q1	$1.11M	Sell	11,707 -24,641	-68%	-$2.5M	0.04%	349
2021 Q4	$3.96M	Buy	36,348 +5,337	+17%	+$582K	0.19%	122
2021 Q3	$3.42M	Buy	31,011 +2,093	+7%	+$235K	0.17%	151
2021 Q2	$3.25M	Buy	28,918 +3,410	+13%	+$379K	0.15%	166
2021 Q1	$2.78M	Buy	25,508 +2,524	+11%	+$282K	0.14%	154
2020 Q4	$2.66M	Buy	+22,984	New	+$2.6M	0.14%	164
2019 Q1	–	Sell	-11,010	Closed	-$1.15M	–	356
2018 Q4	$1.15M	Buy	+11,010	New	+$1.15M	0.1%	214
2018 Q3	–	Sell	-14,745	Closed	-$1.57M	–	240
2018 Q2	$1.57M	Sell	14,745 -5,276	-26%	-$576K	0.28%	74
2018 Q1	$2.26M	Buy	20,021 +7,026	+54%	+$798K	0.14%	127
2017 Q4	$1.5M	Buy	+12,995	New	+$1.5M	0.16%	142
2017 Q1	–	Sell	-27,569	Closed	-$3.04M	–	272
2016 Q4	$3.04M	Buy	+27,569	New	+$3.09M	0.49%	58
2016 Q3	–	Sell	-23,816	Closed	-$2.74M	–	170
2016 Q2	$2.74M	Buy	+23,816	New	+$2.66M	0.52%	57
2015 Q4	–	Sell	-10,780	Closed	-$1.15M	–	96
2015 Q3	$1.15M	Buy	+10,780	New	+$1.17M	0.44%	66

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 $424B AUM 22.94% 1-Year Est. Return

Mariner Independent Advisor Network's EMB Position: Q2 2022 in Review

Mariner Independent Advisor Network sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2022, closing a stake of 11,707 shares — an estimated $1.11M sold.

Mariner Independent Advisor Network first reported a position in EMB in Q3 2015 and held it in 13 quarters. The position peaked at $3.96M in Q4 2021. 681 funds tracked by Wall St. Rank hold EMB as of Q2 2022.

Mariner Independent Advisor Network reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 11,707 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2022, an estimated $1.11M.
Mariner Independent Advisor Network first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2015 and held it in 13 quarters.
Mariner Independent Advisor Network's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.96M in Q4 2021.
681 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2022, filed 12 Aug 2022.