Sittner & Nelson’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Sittner & Nelson’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 Q3	–	Sell	-867	Closed	-$76.7K	–	441
2024 Q2	$76.7K	Buy	867 +827	+2,068%	+$73.3K	0.04%	182
2024 Q1	$3.59K	Buy	+40	New	+$3.52K	﹤0.01%	409
2022 Q4	–	Sell	-484	Closed	-$38K	–	466
2022 Q3	$38K	Buy	+484	New	+$41.4K	0.03%	232

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

AHSSHC

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Sittner & Nelson's EMB Position: Q3 2024 in Review

Sittner & Nelson sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2024, closing a stake of 867 shares — an estimated $76.7K sold.

Sittner & Nelson first reported a position in EMB in Q3 2022 and held it in 3 quarters. The position peaked at $76.7K in Q2 2024. 832 funds tracked by Wall St. Rank hold EMB as of Q3 2024.

Sittner & Nelson reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2024 after selling out during the quarter.
Sittner & Nelson sold 867 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2024, an estimated $76.7K.
Sittner & Nelson first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2022 and held it in 3 quarters.
Sittner & Nelson's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $76.7K in Q2 2024.
832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2024.

Based on Sittner & Nelson's 13F filing for Q3 2024, filed 31 Oct 2024.