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New Potomac Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

New Potomac Partners’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
2024
Q3 		$1.12M Sell
11,967
-115
-1% -$10.5K 0.58% 51
2024
Q2 		$1.07M Sell
12,082
-640
-5% -$56.7K 0.58% 51
2024
Q1 		$1.14M Hold
12,722
– – 0.63% 52
2023
Q4 		$1.13M Sell
12,722
-210
-2% -$17.7K 0.67% 51
2023
Q3 		$1.07M Hold
12,932
– – 0.73% 52
2023
Q2 		$1.12M Sell
12,932
-73
-0.6% -$6.23K 0.74% 52
2023
Q1 		$1.12M Buy
13,005
+216
+2% +$18.6K 0.78% 50
2022
Q4 		$1.08M Sell
12,789
-13,100
-51% -$1.08M 0.8% 48
2022
Q3 		$2.06M Buy
25,889
+190
+0.7% +$16.2K 1.74% 24
2022
Q2 		$2.19M Buy
25,699
+980
+4% +$88.6K 1.76% 24
2022
Q1 		$2.42M Buy
24,719
+419
+2% +$42.5K 1.7% 24
2021
Q4 		$2.65M Buy
24,300
+655
+3% +$71.5K 1.72% 26
2021
Q3 		$2.6M Buy
23,645
+920
+4% +$103K 1.8% 25
2021
Q2 		$2.56M Buy
22,725
+1,485
+7% +$165K 1.74% 24
2021
Q1 		$2.31M Buy
21,240
+228
+1% +$25.5K 1.7% 26
2020
Q4 		$2.44M Sell
21,012
-315
-1% -$35.7K 1.76% 26
2020
Q3 		$2.37M Sell
21,327
-50
-0.2% -$5.62K 1.88% 22
2020
Q2 		$2.33M Buy
21,377
+1,000
+5% +$103K 2.09% 18
2020
Q1 		$1.97M Sell
20,377
-35
-0.2% -$3.86K 2.15% 17
2019
Q4 		$2.34M Buy
20,412
+2,382
+13% +$269K 2.18% 13
2019
Q3 		$2.04M Sell
18,030
-45
-0.2% -$5.12K 2.04% 16
2019
Q2 		$2.05M Sell
18,075
-40
-0.2% -$4.41K 2.08% 19
2019
Q1 		$1.99M Hold
18,115
– – 2.02% 17
2018
Q4 		$1.88M Buy
18,115
+1,920
+12% +$201K 2.02% 17
2018
Q3 		$1.75M Buy
16,195
+410
+3% +$44K 1.62% 35
2018
Q2 		$1.69M Buy
15,785
+5,800
+58% +$633K 1.63% 33
2018
Q1 		$1.13M Buy
9,985
+320
+3% +$36.3K 1.11% 38
2017
Q4 		$1.12M Buy
+9,665
New +$1.12M 1.07% 40

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

New Potomac Partners's EMB Position: Q3 2024 in Review

New Potomac Partners reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.95% in Q3 2024, selling an estimated $10.5K and leaving 11,967 shares worth $1.12M. The position accounts for 0.58% of the portfolio, ranked #51.

New Potomac Partners first reported a position in EMB in Q4 2017 and has held it in 28 quarters since. The position peaked at $2.65M in Q4 2021. 833 funds tracked by Wall St. Rank hold EMB as of Q3 2024.

  • New Potomac Partners held 11,967 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.12M as of Q3 2024.
  • New Potomac Partners sold 115 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2024, an estimated $10.5K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.58% of New Potomac Partners's portfolio in Q3 2024, its #51 holding.
  • New Potomac Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2017 and has held it in 28 quarters since.
  • New Potomac Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.65M in Q4 2021.
  • 833 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.