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Spectrum Financial Alliance’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Spectrum Financial Alliance’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
2018
Q2 		– Sell
-94
Closed -$10K – 116
2018
Q1 		$10K Buy
+94
New +$10.7K 0.01% 69

Other funds holding EMB

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Spectrum Financial Alliance's EMB Position: Q2 2018 in Review

Spectrum Financial Alliance sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2018, closing a stake of 94 shares — an estimated $10K sold.

Spectrum Financial Alliance first reported a position in EMB in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 485 funds tracked by Wall St. Rank hold EMB as of Q2 2018.

  • Spectrum Financial Alliance reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Spectrum Financial Alliance sold 94 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2018, an estimated $10K.
  • Spectrum Financial Alliance first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2018 and held it in 1 quarter.
  • Spectrum Financial Alliance's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $10K in Q1 2018.
  • 485 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2018.

Based on Spectrum Financial Alliance's 13F filing for Q2 2018, filed 15 Aug 2018.