OBWG
EMB icon

Onyx Bridge Wealth Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Onyx Bridge Wealth 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
Q3 		– Sell
-2,531
Closed -$285K – 159
2021
Q2 		$285K Buy
2,531
+141
+6% +$15.7K 0.12% 83
2021
Q1 		$260K Buy
+2,390
New +$267K 0.13% 79

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Onyx Bridge Wealth Group's EMB Position: Q3 2021 in Review

Onyx Bridge Wealth Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2021, closing a stake of 2,531 shares — an estimated $285K sold.

Onyx Bridge Wealth Group first reported a position in EMB in Q1 2021 and held it in 2 quarters. The position peaked at $285K in Q2 2021. 737 funds tracked by Wall St. Rank hold EMB as of Q3 2021.

  • Onyx Bridge Wealth Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 2,531 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2021, an estimated $285K.
  • Onyx Bridge Wealth Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2021 and held it in 2 quarters.
  • Onyx Bridge Wealth Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $285K in Q2 2021.
  • 737 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2021.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2021, filed 20 Oct 2021.