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

SevenBridge Financial 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
2021 Q2	–	Sell	-2,473	Closed	-$269K	–	165
2021 Q1	$269K	Buy	+2,473	New	+$276K	0.1%	134
2019 Q3	–	Sell	-123	Closed	-$14K	–	262
2019 Q2	$14K	Hold	123	–	–	0.01%	419
2019 Q1	$14K	Hold	123	–	–	0.01%	375
2018 Q4	$13K	Hold	123	–	–	0.01%	341
2018 Q3	$13K	Hold	123	–	–	0.01%	383
2018 Q2	$13K	Hold	123	–	–	0.01%	384
2018 Q1	$14K	Hold	123	–	–	0.01%	388
2017 Q4	$14K	Hold	123	–	–	0.01%	407
2017 Q3	$14K	Hold	123	–	–	0.01%	410
2017 Q2	$14K	Hold	123	–	–	0.01%	419
2017 Q1	$14K	Sell	123 -177	-59%	-$19.9K	0.01%	401
2016 Q4	$35K	Hold	300	–	–	0.03%	295
2016 Q3	$35K	Sell	300 -350	-54%	-$40.8K	0.03%	294
2016 Q2	$75K	Buy	+650	New	+$72.5K	0.05%	219

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

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

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

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

SevenBridge Financial Group's EMB Position: Q2 2021 in Review

SevenBridge Financial Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2021, closing a stake of 2,473 shares — an estimated $269K sold.

SevenBridge Financial Group first reported a position in EMB in Q2 2016 and held it in 14 quarters. The position peaked at $269K in Q1 2021. 735 funds tracked by Wall St. Rank hold EMB as of Q2 2021.

SevenBridge Financial Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2021 after selling out during the quarter.
SevenBridge Financial Group sold 2,473 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2021, an estimated $269K.
SevenBridge Financial Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2016 and held it in 14 quarters.
SevenBridge Financial Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $269K in Q1 2021.
735 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2021.

Based on SevenBridge Financial Group's 13F filing for Q2 2021, filed 26 Jul 2021.