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

TPB Wealth Advisors’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
2023
Q1 		$983K Sell
11,394
-9,120
-44% -$786K 0.54% 26
2022
Q4 		$1.76M Buy
+20,514
New +$1.7M 0.91% 23

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TPB Wealth Advisors's EMB Position: Q1 2023 in Review

TPB Wealth Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 44% in Q1 2023, selling an estimated $786K and leaving 11,394 shares worth $983K. The position accounts for 0.54% of the portfolio, ranked #26.

TPB Wealth Advisors first reported a position in EMB in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.76M in Q4 2022. 759 funds tracked by Wall St. Rank hold EMB as of Q1 2023.

  • TPB Wealth Advisors held 11,394 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $983K as of Q1 2023.
  • TPB Wealth Advisors sold 9,120 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2023, an estimated $786K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.54% of TPB Wealth Advisors's portfolio in Q1 2023, its #26 holding.
  • TPB Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022 and has held it in 2 quarters since.
  • TPB Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.76M in Q4 2022.
  • 759 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2023.

Based on TPB Wealth Advisors's 13F filing for Q1 2023, filed 23 May 2023.