Retirement Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Retirement 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
2024 Q1	$3.86K	Hold	43	–	–	﹤0.01%	595
2023 Q4	$3.83K	Hold	43	–	–	﹤0.01%	563
2023 Q3	$3.55K	Hold	43	–	–	﹤0.01%	518
2023 Q2	$3.72K	Hold	43	–	–	﹤0.01%	549
2023 Q1	$4K	Sell	43 -22	-34%	-$1.9K	﹤0.01%	510
2022 Q4	$5K	Buy	+65	New	+$5.37K	﹤0.01%	433
2022 Q3	–	Sell	-108	Closed	-$9K	–	569
2022 Q2	$9K	Buy	108 +13	+14%	+$1.18K	﹤0.01%	451
2022 Q1	$9K	Sell	95 -2	-2%	-$203	﹤0.01%	473
2021 Q4	$11K	Hold	97	–	–	﹤0.01%	406
2021 Q3	$11K	Hold	97	–	–	0.01%	371
2021 Q2	$11K	Buy	97 +24	+33%	+$2.67K	0.01%	391
2021 Q1	$8K	Hold	73	–	–	﹤0.01%	495
2020 Q4	$8K	Buy	73 +30	+70%	+$3.4K	﹤0.01%	445
2020 Q3	$5K	Hold	43	–	–	﹤0.01%	483
2020 Q2	$5K	Buy	+43	New	+$4.45K	﹤0.01%	449
2019 Q4	$7K	Buy	+62	New	+$7K	﹤0.01%	410

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Retirement Group's EMB Position: Q1 2024 in Review

Retirement Group held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q1 2024 at 43 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Retirement Group first reported a position in EMB in Q4 2019 and has held it in 16 quarters since. The position peaked at $11K in Q4 2021. 810 funds tracked by Wall St. Rank hold EMB as of Q1 2024.

Retirement Group held 43 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $3.86K as of Q1 2024.
Retirement Group left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q1 2024.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #595 holding.
Retirement Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and has held it in 16 quarters since.
Retirement Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $11K in Q4 2021.
810 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.