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New England Professional Planning Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

New England Professional Planning Group’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 		– Sell
-1,811
Closed -$201K – 54
2021
Q1 		$201K Buy
+1,811
New +$202K 0.12% 51

Other funds holding EMB

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

New England Professional Planning Group's EMB Position: Q2 2021 in Review

New England Professional Planning Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2021, closing a stake of 1,811 shares — an estimated $201K sold.

New England Professional Planning Group first reported a position in EMB in Q1 2021 and held it in 1 quarter. The position peaked at $201K in Q1 2021. 734 funds tracked by Wall St. Rank hold EMB as of Q2 2021.

  • New England Professional Planning Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2021 after selling out during the quarter.
  • New England Professional Planning Group sold 1,811 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2021, an estimated $201K.
  • New England Professional Planning Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2021 and held it in 1 quarter.
  • New England Professional Planning Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $201K in Q1 2021.
  • 734 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2021.

Based on New England Professional Planning Group's 13F filing for Q2 2021, filed 16 Aug 2021.