Nachman Norwood & Parrott’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Nachman Norwood & Parrott’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 Q2	$1.23M	Buy	10,947 +2,129	+24%	+$237K	0.13%	113
2021 Q1	$960K	Buy	8,818 +31	+0.4%	+$3.46K	0.11%	126
2020 Q4	$1.02M	Sell	8,787 -192	-2%	-$21.7K	0.12%	116
2020 Q3	$996K	Buy	8,979 +221	+3%	+$24.8K	0.13%	105
2020 Q2	$957K	Sell	8,758 -3,449	-28%	-$357K	0.16%	99
2020 Q1	$1.18M	Sell	12,207 -3,894	-24%	-$429K	0.24%	79
2019 Q4	$1.84M	Sell	16,101 -1,069	-6%	-$121K	0.3%	70
2019 Q3	$1.95M	Sell	17,170 -1,768	-9%	-$201K	0.35%	67
2019 Q2	$2.15M	Sell	18,938 -5,048	-21%	-$556K	0.39%	61
2019 Q1	$2.64M	Sell	23,986 -20,264	-46%	-$2.19M	0.49%	45
2018 Q4	$4.6M	Buy	+44,250	New	+$4.63M	0.96%	18

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AHSSHC

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Nachman Norwood & Parrott's EMB Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 24% in Q2 2021, buying an estimated $237K and bringing the position to 10,947 shares worth $1.23M. The position accounts for 0.13% of the portfolio, ranked #113.

Nachman Norwood & Parrott first reported a position in EMB in Q4 2018 and has held it in 11 quarters since. The position peaked at $4.6M in Q4 2018. 735 funds tracked by Wall St. Rank hold EMB as of Q2 2021.

Nachman Norwood & Parrott held 10,947 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.23M as of Q2 2021.
Nachman Norwood & Parrott bought 2,129 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2021, an estimated $237K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.13% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #113 holding.
Nachman Norwood & Parrott first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and has held it in 11 quarters since.
Nachman Norwood & Parrott's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.6M in Q4 2018.
735 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.