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Panoramic Investment Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Panoramic Investment Advisors’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
Q1 		$295K Buy
3,290
+141
+4% +$12.4K 0.22% 83
2023
Q4 		$280K Hold
3,149
– – 0.24% 82
2023
Q3 		$260K Buy
+3,149
New +$269K 0.24% 84

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Panoramic Investment Advisors's EMB Position: Q1 2024 in Review

Panoramic Investment Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 4.5% in Q1 2024, buying an estimated $12.4K and bringing the position to 3,290 shares worth $295K. The position accounts for 0.22% of the portfolio, ranked #83.

Panoramic Investment Advisors first reported a position in EMB in Q3 2023 and has held it in 3 quarters since. 809 funds tracked by Wall St. Rank hold EMB as of Q1 2024.

  • Panoramic Investment Advisors held 3,290 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $295K as of Q1 2024.
  • Panoramic Investment Advisors bought 141 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2024, an estimated $12.4K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.22% of Panoramic Investment Advisors's portfolio in Q1 2024, its #83 holding.
  • Panoramic Investment Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2023 and has held it in 3 quarters since.
  • 809 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2024.

Based on Panoramic Investment Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.