Rockbridge Investment Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Rockbridge Investment Management’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	–	Sell	-658	Closed	-$58.6K	–	271
2023 Q4	$58.6K	Buy	+658	New	+$55.4K	0.01%	223
2022 Q3	–	Sell	-737	Closed	-$62.9K	–	256
2022 Q2	$62.9K	Buy	+737	New	+$66.6K	0.01%	198
2022 Q1	–	Sell	-2	Closed	–	–	821
2021 Q4	$0	Buy	+2	New	+$218	﹤0.01%	799

Other funds holding EMB

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Rockbridge Investment Management's EMB Position: Q1 2024 in Review

Rockbridge Investment Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2024, closing a stake of 658 shares — an estimated $58.6K sold.

Rockbridge Investment Management first reported a position in EMB in Q4 2021 and held it in 3 quarters. The position peaked at $62.9K in Q2 2022. 809 funds tracked by Wall St. Rank hold EMB as of Q1 2024.

Rockbridge Investment Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 658 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2024, an estimated $58.6K.
Rockbridge Investment Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and held it in 3 quarters.
Rockbridge Investment Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $62.9K in Q2 2022.
809 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.