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Silver Oak Securities’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Silver Oak Securities’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
-4,554
Closed -$408K – 502
2024
Q1 		$408K Buy
4,554
+264
+6% +$23.3K 0.06% 255
2023
Q4 		$382K Buy
+4,290
New +$361K 0.05% 333
2023
Q2 		– Sell
-4,791
Closed -$413K – 439
2023
Q1 		$413K Buy
+4,791
New +$413K 0.07% 227

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

Silver Oak Securities's EMB Position: Q2 2024 in Review

Silver Oak Securities sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2024, closing a stake of 4,554 shares — an estimated $408K sold.

Silver Oak Securities first reported a position in EMB in Q1 2023 and held it in 3 quarters. The position peaked at $413K in Q1 2023. 810 funds tracked by Wall St. Rank hold EMB as of Q2 2024.

  • Silver Oak Securities reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Silver Oak Securities sold 4,554 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2024, an estimated $408K.
  • Silver Oak Securities first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2023 and held it in 3 quarters.
  • Silver Oak Securities's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $413K in Q1 2023.
  • 810 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2024.

Based on Silver Oak Securities's 13F filing for Q2 2024, filed 12 Jul 2024.