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

Meridian 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	-1,928	Closed	-$210K	–	412
2021 Q4	$210K	Buy	1,928 +1	+0.1%	+$109	0.02%	377
2021 Q3	$212K	Buy	1,927 +1	+0.1%	+$112	0.03%	369
2021 Q2	$217K	Sell	1,926 -37	-2%	-$4.12K	0.03%	360
2021 Q1	$214K	Sell	1,963 -1,033	-34%	-$115K	0.03%	339
2020 Q4	$347K	Buy	+2,996	New	+$339K	0.06%	242
2017 Q1	–	Sell	-1,981	Closed	-$218K	–	166
2016 Q4	$218K	Buy	+1,981	New	+$222K	0.17%	118

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Meridian Wealth Management's EMB Position: Q1 2022 in Review

Meridian Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2022, closing a stake of 1,928 shares — an estimated $210K sold.

Meridian Wealth Management first reported a position in EMB in Q4 2016 and held it in 6 quarters. The position peaked at $347K in Q4 2020. 738 funds tracked by Wall St. Rank hold EMB as of Q1 2022.

Meridian Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2022 after selling out during the quarter.
Meridian Wealth Management sold 1,928 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2022, an estimated $210K.
Meridian Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2016 and held it in 6 quarters.
Meridian Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $347K in Q4 2020.
738 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2022.

Based on Meridian Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.