Sargent Bickham Lagudis’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$36K	Sell	425 -26	-6%	-$2.15K	﹤0.01%	496
2022 Q3	$36K	Buy	451 +122	+37%	+$10.4K	﹤0.01%	472
2022 Q2	$28K	Sell	329 -237	-42%	-$21.4K	﹤0.01%	527
2022 Q1	$55K	Sell	566 -361	-39%	-$36.6K	﹤0.01%	433
2021 Q4	$101K	Sell	927 -1,196	-56%	-$130K	0.01%	332
2021 Q3	$234K	Sell	2,123 -13,228	-86%	-$1.49M	0.02%	233
2021 Q2	$1.73M	Buy	15,351 +13,854	+925%	+$1.54M	0.14%	105
2021 Q1	$163K	Sell	1,497 -12,528	-89%	-$1.4M	0.01%	265
2020 Q4	$1.63M	Buy	14,025 +7,948	+131%	+$900K	0.15%	97
2020 Q3	$674K	Buy	6,077 +5,784	+1,974%	+$650K	0.07%	125
2020 Q2	$32K	Sell	293 -215	-42%	-$22.2K	﹤0.01%	419
2020 Q1	$49K	Hold	508	–	–	0.01%	342
2019 Q4	$58K	Buy	508 +4	+0.8%	+$452	0.01%	354
2019 Q3	$57K	Sell	504 -177	-26%	-$20.1K	0.01%	331
2019 Q2	$77K	Sell	681 -5,234	-88%	-$577K	0.01%	309
2019 Q1	$651K	Buy	5,915 +5,104	+629%	+$551K	0.08%	136
2018 Q4	$84K	Buy	811 +538	+197%	+$56.3K	0.01%	294
2018 Q3	$29K	Buy	273 +4	+1%	+$430	﹤0.01%	443
2018 Q2	$29K	Sell	269 -62	-19%	-$6.77K	﹤0.01%	436
2018 Q1	$37K	Buy	331 +31	+10%	+$3.52K	﹤0.01%	403
2017 Q4	$35K	Sell	300 -59	-16%	-$6.82K	﹤0.01%	419
2017 Q3	$42K	Sell	359 -89	-20%	-$10.3K	0.01%	396
2017 Q2	$51K	Buy	+448	New	+$51.5K	0.01%	358

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $19.6B AUM 25.25% 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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Sargent Bickham Lagudis's EMB Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 5.8% in Q4 2022, selling an estimated $2.15K and leaving 425 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Sargent Bickham Lagudis first reported a position in EMB in Q2 2017 and has held it in 23 quarters since. The position peaked at $1.73M in Q2 2021. 729 funds tracked by Wall St. Rank hold EMB as of Q4 2022.

Sargent Bickham Lagudis held 425 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $36K as of Q4 2022.
Sargent Bickham Lagudis sold 26 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2022, an estimated $2.15K.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #496 holding.
Sargent Bickham Lagudis first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2017 and has held it in 23 quarters since.
Sargent Bickham Lagudis's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.73M in Q2 2021.
729 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.