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Rockland Trust’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Rockland Trust’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
Q3 		– Sell
-2,426
Closed -$215K – 291
2024
Q2 		$215K Sell
2,426
-2,494
-51% -$221K 0.01% 281
2024
Q1 		$441K Sell
4,920
-418
-8% -$36.8K 0.02% 217
2023
Q4 		$475K Sell
5,338
-3,338
-38% -$281K 0.03% 208
2023
Q3 		$716K Sell
8,676
-4,310
-33% -$368K 0.04% 161
2023
Q2 		$1.12M Sell
12,986
-3,776
-23% -$322K 0.07% 130
2023
Q1 		$1.45M Sell
16,762
-8,783
-34% -$757K 0.09% 115
2022
Q4 		$2.16M Sell
25,545
-23,760
-48% -$1.96M 0.14% 102
2022
Q3 		$3.92M Sell
49,305
-2,934
-6% -$251K 0.28% 78
2022
Q2 		$4.46M Buy
+52,239
New +$4.72M 0.31% 73
2020
Q2 		– Sell
-2,867
Closed -$277K – 244
2020
Q1 		$277K Sell
2,867
-216
-7% -$23.8K 0.03% 214
2019
Q4 		$353K Sell
3,083
-4,760
-61% -$538K 0.03% 212
2019
Q3 		$886K Sell
7,843
-5,555
-41% -$632K 0.08% 145
2019
Q2 		$1.52M Sell
13,398
-880
-6% -$97K 0.15% 96
2019
Q1 		$1.57M Buy
14,278
+109
+0.8% +$11.8K 0.17% 89
2018
Q4 		$1.47M Buy
+14,169
New +$1.48M 0.18% 94
2018
Q1 		– Sell
-7,360
Closed -$854K – 211
2017
Q4 		$854K Buy
+7,360
New +$851K 0.11% 110
2016
Q1 		– Sell
-3,227
Closed -$341K – 157
2015
Q4 		$341K Buy
+3,227
New +$348K 0.06% 131

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Rockland Trust's EMB Position: Q3 2024 in Review

Rockland Trust sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2024, closing a stake of 2,426 shares — an estimated $215K sold.

Rockland Trust first reported a position in EMB in Q4 2015 and held it in 17 quarters. The position peaked at $4.46M in Q2 2022. 832 funds tracked by Wall St. Rank hold EMB as of Q3 2024.

  • Rockland Trust reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Rockland Trust sold 2,426 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2024, an estimated $215K.
  • Rockland Trust first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2015 and held it in 17 quarters.
  • Rockland Trust's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.46M in Q2 2022.
  • 832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2024.

Based on Rockland Trust's 13F filing for Q3 2024, filed 3 Oct 2024.