Maryland Capital Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Maryland Capital 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
2021 Q4	–	Sell	-7,480	Closed	-$823K	–	255
2021 Q3	$823K	Buy	7,480 +350	+5%	+$39.3K	0.05%	123
2021 Q2	$802K	Buy	7,130 +304	+4%	+$33.8K	0.05%	127
2021 Q1	$743K	Buy	6,826 +784	+13%	+$87.6K	0.05%	129
2020 Q4	$700K	Sell	6,042 -700	-10%	-$79.3K	0.05%	129
2020 Q3	$748K	Buy	6,742 +1,383	+26%	+$155K	0.06%	111
2020 Q2	$585K	Buy	5,359 +729	+16%	+$75.4K	0.05%	124
2020 Q1	$448K	Buy	4,630 +420	+10%	+$46.3K	0.05%	137
2019 Q4	$482K	Buy	4,210 +105	+3%	+$11.9K	0.05%	123
2019 Q3	$465K	Buy	+4,105	New	+$467K	0.05%	131
2018 Q1	–	Sell	-2,038	Closed	-$237K	–	170
2017 Q4	$237K	Buy	+2,038	New	+$236K	0.04%	153
2016 Q2	–	Sell	-2,171	Closed	-$240K	–	157
2016 Q1	$240K	Buy	+2,171	New	+$231K	0.03%	139
2014 Q1	–	Sell	-3,384	Closed	-$366K	–	179
2013 Q4	$366K	Hold	3,384	–	–	0.06%	150
2013 Q3	$369K	Sell	3,384 -120	-3%	-$13K	0.06%	151
2013 Q2	$384K	Buy	+3,504	New	+$410K	0.07%	147

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

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

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

Maryland Capital Management's EMB Position: Q4 2021 in Review

Maryland Capital Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2021, closing a stake of 7,480 shares — an estimated $823K sold.

Maryland Capital Management first reported a position in EMB in Q2 2013 and held it in 14 quarters. The position peaked at $823K in Q3 2021. 787 funds tracked by Wall St. Rank hold EMB as of Q4 2021.

Maryland Capital Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2021 after selling out during the quarter.
Maryland Capital Management sold 7,480 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2021, an estimated $823K.
Maryland Capital Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and held it in 14 quarters.
Maryland Capital Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $823K in Q3 2021.
787 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2021.

Based on Maryland Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.