tru Independence’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

tru Independence’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	-2,286	Closed	-$223K	–	185
2022 Q1	$223K	Sell	2,286 -4,269	-65%	-$433K	0.06%	138
2021 Q4	$715K	Buy	6,555 +654	+11%	+$71.3K	0.2%	84
2021 Q3	$649K	Buy	+5,901	New	+$663K	0.18%	88
2021 Q2	–	Sell	-5,212	Closed	-$567K	–	301
2021 Q1	$567K	Buy	+5,212	New	+$583K	0.11%	163
2020 Q3	–	Sell	-40	Closed	-$4	–	480
2020 Q2	$4	Buy	+40	New	+$4.14K	﹤0.01%	728
2020 Q1	–	Sell	-1,921	Closed	-$186K	–	744
2019 Q4	$186K	Buy	+1,921	New	+$217K	0.03%	249

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

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

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

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