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

SVB Wealth’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
-533
Closed -$52K – 781
2022
Q1 		$52K Buy
533
+113
+27% +$11.4K ﹤0.01% 741
2021
Q4 		$45K Buy
+420
New +$45.8K ﹤0.01% 765
2021
Q3 		– Sell
-10
Closed -$1K – 1018
2021
Q2 		$1K Buy
+10
New +$1.11K ﹤0.01% 988
2021
Q1 		– Sell
-875
Closed -$101K – 938
2020
Q4 		$101K Hold
875
– – ﹤0.01% 796
2020
Q3 		$97K Buy
+875
New +$98.3K ﹤0.01% 680

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
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
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 Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SVB Wealth's EMB Position: Q2 2022 in Review

SVB Wealth sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2022, closing a stake of 533 shares — an estimated $52K sold.

SVB Wealth first reported a position in EMB in Q3 2020 and held it in 5 quarters. The position peaked at $101K in Q4 2020. 680 funds tracked by Wall St. Rank hold EMB as of Q2 2022.

  • SVB Wealth reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2022 after selling out during the quarter.
  • SVB Wealth sold 533 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2022, an estimated $52K.
  • SVB Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2020 and held it in 5 quarters.
  • SVB Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $101K in Q4 2020.
  • 680 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2022.

Based on SVB Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.