SAM
EMB icon

Secure Asset Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Secure Asset 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
Q2 		– Sell
-2,664
Closed -$239K – 290
2024
Q1 		$239K Buy
2,664
+188
+8% +$16.6K 0.06% 209
2023
Q4 		$221K Buy
+2,476
New +$209K 0.06% 211
2023
Q1 		– Sell
-2,965
Closed -$251K – 193
2022
Q4 		$251K Buy
+2,965
New +$245K 0.09% 163

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Secure Asset Management's EMB Position: Q2 2024 in Review

Secure Asset Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2024, closing a stake of 2,664 shares — an estimated $239K sold.

Secure Asset Management first reported a position in EMB in Q4 2022 and held it in 3 quarters. The position peaked at $251K in Q4 2022. 810 funds tracked by Wall St. Rank hold EMB as of Q2 2024.

  • Secure Asset Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Secure Asset Management sold 2,664 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2024, an estimated $239K.
  • Secure Asset Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022 and held it in 3 quarters.
  • Secure Asset Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $251K in Q4 2022.
  • 810 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2024.

Based on Secure Asset Management's 13F filing for Q2 2024, filed 24 Jul 2024.