Tarbox Family Office’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Tarbox Family Office’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	-1,498	Closed	-$146K	–	386
2022 Q1	$146K	Hold	1,498	–	–	0.03%	106
2021 Q4	$163K	Sell	1,498 -58	-4%	-$6.33K	0.03%	133
2021 Q3	$171K	Hold	1,556	–	–	0.03%	140
2021 Q2	$175K	Hold	1,556	–	–	0.03%	143
2021 Q1	$169K	Hold	1,556	–	–	0.03%	127
2020 Q4	$180K	Sell	1,556 -310	-17%	-$35.1K	0.04%	126
2020 Q3	$207K	Sell	1,866 -827	-31%	-$92.9K	0.05%	111
2020 Q2	$294K	Buy	+2,693	New	+$279K	0.08%	94
2018 Q2	–	Sell	-3,221	Closed	-$363K	–	615
2018 Q1	$363K	Buy	+3,221	New	+$366K	0.14%	58
2016 Q2	–	Sell	-141	Closed	-$16K	–	568
2016 Q1	$16K	Buy	+141	New	+$15K	0.01%	196

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

Tarbox Family Office's EMB Position: Q2 2022 in Review

Tarbox Family Office sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2022, closing a stake of 1,498 shares — an estimated $146K sold.

Tarbox Family Office first reported a position in EMB in Q1 2016 and held it in 10 quarters. The position peaked at $363K in Q1 2018. 680 funds tracked by Wall St. Rank hold EMB as of Q2 2022.

Tarbox Family Office reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 1,498 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2022, an estimated $146K.
Tarbox Family Office first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2016 and held it in 10 quarters.
Tarbox Family Office's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $363K in Q1 2018.
680 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.