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

Summit Wealth Partners’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
2022 Q2	–	Sell	-6,447	Closed	-$630K	–	167
2022 Q1	$630K	Sell	6,447 -1,015	-14%	-$103K	0.14%	80
2021 Q4	$814K	Buy	7,462 +222	+3%	+$24.2K	0.17%	66
2021 Q3	$797K	Buy	7,240 +15	+0.2%	+$1.69K	0.19%	64
2021 Q2	$812K	Buy	7,225 +16	+0.2%	+$1.78K	0.19%	64
2021 Q1	$785K	Sell	7,209 -502	-7%	-$56.1K	0.2%	63
2020 Q4	$894K	Buy	7,711 +232	+3%	+$26.3K	0.24%	60
2020 Q3	$829K	Sell	7,479 -258	-3%	-$29K	0.25%	63
2020 Q2	$845K	Buy	7,737 +443	+6%	+$45.8K	0.27%	63
2020 Q1	$705K	Sell	7,294 -2,957	-29%	-$326K	0.29%	53
2019 Q4	$1.17M	Buy	+10,251	New	+$1.16M	0.41%	43

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

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Summit Wealth Partners's EMB Position: Q2 2022 in Review

Summit Wealth Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2022, closing a stake of 6,447 shares — an estimated $630K sold.

Summit Wealth Partners first reported a position in EMB in Q4 2019 and held it in 10 quarters. The position peaked at $1.17M in Q4 2019. 680 funds tracked by Wall St. Rank hold EMB as of Q2 2022.

Summit Wealth Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2022 after selling out during the quarter.
Summit Wealth Partners sold 6,447 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2022, an estimated $630K.
Summit Wealth Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and held it in 10 quarters.
Summit Wealth Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.17M in Q4 2019.
680 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2022.

Based on Summit Wealth Partners's 13F filing for Q2 2022, filed 11 Sep 2024.