Shine Investment Advisory Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$845K	Hold	7,621	–	–	0.29%	45
2020 Q2	$832K	Sell	7,621 -65,522	-90%	-$6.78M	0.3%	46
2020 Q1	$7.07M	Buy	73,143 +27,669	+61%	+$3.05M	3.28%	9
2019 Q4	$5.21M	Sell	45,474 -390	-0.9%	-$44.1K	2.08%	13
2019 Q3	$5.2M	Sell	45,864 -1,916	-4%	-$218K	2.46%	9
2019 Q2	$5.41M	Sell	47,780 -16,440	-26%	-$1.81M	2.5%	9
2019 Q1	$7.07M	Sell	64,220 -21,345	-25%	-$2.3M	3.28%	6
2018 Q4	$8.89M	Buy	+85,565	New	+$8.95M	4.38%	4
2018 Q3	–	Sell	-6,950	Closed	-$742K	–	649
2018 Q2	$742K	Buy	+6,950	New	+$758K	0.38%	44

Other funds holding EMB

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Shine Investment Advisory Services's EMB Position: Q3 2020 in Review

Shine Investment Advisory Services held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q3 2020 at 7,621 shares worth $845K. The position accounts for 0.29% of the portfolio, ranked #45.

Shine Investment Advisory Services first reported a position in EMB in Q2 2018 and has held it in 9 quarters since. The position peaked at $8.89M in Q4 2018. 604 funds tracked by Wall St. Rank hold EMB as of Q3 2020.

Shine Investment Advisory Services held 7,621 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $845K as of Q3 2020.
Shine Investment Advisory Services left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q3 2020.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.29% of Shine Investment Advisory Services's portfolio in Q3 2020, its #45 holding.
Shine Investment Advisory Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2018 and has held it in 9 quarters since.
Shine Investment Advisory Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $8.89M in Q4 2018.
604 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.