Sovereign Investment Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Sovereign Investment Advisors’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 Q4	–	Sell	-11,730	Closed	-$1.29M	–	30
2021 Q3	$1.29M	Sell	11,730 -541	-4%	-$60.8K	0.51%	27
2021 Q2	$1.38M	Buy	12,271 +109	+0.9%	+$12.1K	0.52%	27
2021 Q1	$1.32M	Buy	12,162 +74	+0.6%	+$8.27K	0.53%	27
2020 Q4	$1.4M	Buy	12,088 +155	+1%	+$17.6K	0.57%	26
2020 Q3	$1.32M	Buy	11,933 +99	+0.8%	+$11.1K	0.52%	25
2020 Q2	$1.29M	Buy	11,834 +34	+0.3%	+$3.52K	0.59%	18
2020 Q1	$1.14M	Hold	11,800	–	–	0.59%	18
2019 Q4	$1.35M	Buy	+11,800	New	+$1.33M	0.61%	18

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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

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

AHSSHC

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sovereign Investment Advisors's EMB Position: Q4 2021 in Review

Sovereign Investment Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2021, closing a stake of 11,730 shares — an estimated $1.29M sold.

Sovereign Investment Advisors first reported a position in EMB in Q4 2019 and held it in 8 quarters. The position peaked at $1.4M in Q4 2020. 787 funds tracked by Wall St. Rank hold EMB as of Q4 2021.

Sovereign Investment Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2021 after selling out during the quarter.
Sovereign Investment Advisors sold 11,730 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2021, an estimated $1.29M.
Sovereign Investment Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and held it in 8 quarters.
Sovereign Investment Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.4M in Q4 2020.
787 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2021.

Based on Sovereign Investment Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.