Summit Wealth Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Summit Wealth Group’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	–	Sell	-2,896	Closed	-$271K	–	99
2024 Q3	$271K	Buy	2,896 +57	+2%	+$5.2K	0.08%	80
2024 Q2	$251K	Buy	+2,839	New	+$252K	0.08%	81
2023 Q3	–	Sell	-2,839	Closed	-$246K	–	46
2023 Q2	$246K	Sell	2,839 -302,161	-99%	-$25.8M	0.1%	66
2023 Q1	$4K	Buy	+305,000	New	+$26.3M	0.1%	60
2021 Q4	–	Sell	-5,625	Closed	-$619K	–	34
2021 Q3	$619K	Buy	+5,625	New	+$632K	0.98%	16
2021 Q1	–	Sell	-4,041	Closed	-$468K	–	191
2020 Q4	$468K	Hold	4,041	–	–	0.29%	29
2020 Q3	$448K	Buy	4,041 +74	+2%	+$8.31K	0.39%	21
2020 Q2	$433K	Sell	3,967 -326	-8%	-$33.7K	0.4%	20
2020 Q1	$415K	Buy	4,293 +337	+9%	+$37.2K	0.42%	20
2019 Q4	$453K	Buy	+3,956	New	+$447K	0.43%	19

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

AHSSHC

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $19.6B AUM 25.25% 1-Year Est. Return

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

Summit Wealth Group's EMB Position: Q4 2024 in Review

Summit Wealth Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2024, closing a stake of 2,896 shares — an estimated $271K sold.

Summit Wealth Group first reported a position in EMB in Q4 2019 and held it in 10 quarters. The position peaked at $619K in Q3 2021. 862 funds tracked by Wall St. Rank hold EMB as of Q4 2024.

Summit Wealth Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2024 after selling out during the quarter.
Summit Wealth Group sold 2,896 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2024, an estimated $271K.
Summit Wealth Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and held it in 10 quarters.
Summit Wealth Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $619K in Q3 2021.
862 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2024.

Based on Summit Wealth Group's 13F filing for Q4 2024, filed 4 Feb 2025.