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Sugarloaf Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$451K Sell
5,060
-222
-4% -$20.3K 0.09% 99
2024
Q3 		$494K Sell
5,282
-188
-3% -$17.1K 0.09% 91
2024
Q2 		$484K Buy
5,470
+423
+8% +$37.5K 0.1% 85
2024
Q1 		$453K Buy
5,047
+827
+20% +$72.8K 0.09% 94
2023
Q4 		$376K Sell
4,220
-177
-4% -$14.9K 0.09% 97
2023
Q3 		$363K Buy
4,397
+4,392
+87,840% +$375K 0.09% 94
2023
Q2 		$408 Buy
5
+1
+25% +$85 ﹤0.01% 660
2023
Q1 		$402 Sell
4
-1
-20% -$86 ﹤0.01% 664
2022
Q4 		$391 Hold
5
– – ﹤0.01% 740
2022
Q3 		$1K Hold
5
– – ﹤0.01% 760
2022
Q2 		$0 Buy
5
+1
+25% +$90 ﹤0.01% 792
2022
Q1 		$0 Sell
4
-954
-100% -$96.7K ﹤0.01% 727
2021
Q4 		$104K Buy
958
+66
+7% +$7.2K 0.02% 197
2021
Q3 		$98K Sell
892
-4
-0.4% -$449 0.03% 195
2021
Q2 		$101K Sell
896
-321
-26% -$35.7K 0.03% 186
2021
Q1 		$96 Buy
1,217
+896
+279% +$100K 0.03% 189
2020
Q4 		$37K Sell
321
-9
-3% -$1.02K 0.01% 284
2020
Q3 		$37K Sell
330
-335
-50% -$37.6K 0.01% 267
2020
Q2 		$73K Buy
665
+1
+0.2% +$103 0.03% 190
2020
Q1 		$64K Sell
664
-42,506
-98% -$4.69M 0.03% 191
2019
Q4 		$4.93M Buy
+43,170
New +$4.88M 2.1% 13

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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sugarloaf Wealth Management's EMB Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 4.2% in Q4 2024, selling an estimated $20.3K and leaving 5,060 shares worth $451K. The position accounts for 0.09% of the portfolio, ranked #99.

Sugarloaf Wealth Management first reported a position in EMB in Q4 2019 and has held it in 21 quarters since. The position peaked at $4.93M in Q4 2019. 862 funds tracked by Wall St. Rank hold EMB as of Q4 2024.

  • Sugarloaf Wealth Management held 5,060 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $451K as of Q4 2024.
  • Sugarloaf Wealth Management sold 222 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2024, an estimated $20.3K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.09% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #99 holding.
  • Sugarloaf Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.93M in Q4 2019.
  • 862 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.