Partnervest Advisory Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Partnervest Advisory Services’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
2020 Q3	$412K	Buy	3,714 +292	+9%	+$32.8K	0.13%	132
2020 Q2	$374K	Buy	3,422 +209	+7%	+$21.6K	0.14%	122
2020 Q1	$311K	Buy	+3,213	New	+$354K	0.14%	125
2019 Q4	–	Sell	-3,217	Closed	-$365K	–	253
2019 Q3	$365K	Buy	+3,217	New	+$366K	0.13%	135
2018 Q2	–	Sell	-2,600	Closed	-$293K	–	210
2018 Q1	$293K	Sell	2,600 -197	-7%	-$22.4K	0.14%	148
2017 Q4	$325K	Hold	2,797	–	–	0.16%	130
2017 Q3	$326K	Hold	2,797	–	–	0.16%	134
2017 Q2	$320K	Buy	+2,797	New	+$321K	0.14%	142
2015 Q4	–	Sell	-93	Closed	-$9K	–	178
2015 Q3	$9K	Sell	93 -12,215	-99%	-$1.32M	0.01%	167
2015 Q2	$1.35M	Hold	12,308	–	–	0.67%	23
2015 Q1	$1.38M	Hold	12,308	–	–	0.71%	20
2014 Q4	$1.35M	Buy	+12,308	New	+$1.39M	0.65%	28
2014 Q3	–	Sell	-15,959	Closed	-$1.84M	–	331
2014 Q2	$1.84M	Sell	15,959 -4,383	-22%	-$497K	0.83%	17
2014 Q1	$2.27M	Sell	20,342 -1,119	-5%	-$122K	1.01%	14
2013 Q4	$2.32M	Buy	21,461 +20,926	+3,911%	+$2.28M	1.08%	12
2013 Q3	$58K	Sell	535 -222	-29%	-$24.1K	0.03%	259
2013 Q2	$83K	Buy	+757	New	+$88.5K	0.04%	178

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Partnervest Advisory Services's EMB Position: Q3 2020 in Review

Partnervest Advisory Services increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 8.5% in Q3 2020, buying an estimated $32.8K and bringing the position to 3,714 shares worth $412K. The position accounts for 0.13% of the portfolio, ranked #132.

Partnervest Advisory Services first reported a position in EMB in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.32M in Q4 2013. 604 funds tracked by Wall St. Rank hold EMB as of Q3 2020.

Partnervest Advisory Services held 3,714 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $412K as of Q3 2020.
Partnervest Advisory Services bought 292 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2020, an estimated $32.8K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.13% of Partnervest Advisory Services's portfolio in Q3 2020, its #132 holding.
Partnervest Advisory Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and has held it in 17 quarters since.
Partnervest Advisory Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.32M in Q4 2013.
604 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.