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	-$4K	–	480
2020 Q2	$4K	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 $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

tru Independence's EMB Position: Q2 2022 in Review

tru Independence sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2022, closing a stake of 2,286 shares — an estimated $223K sold.

tru Independence first reported a position in EMB in Q4 2019 and held it in 6 quarters. The position peaked at $715K in Q4 2021. 681 funds tracked by Wall St. Rank hold EMB as of Q2 2022.

tru Independence reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2022 after selling out during the quarter.
tru Independence sold 2,286 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2022, an estimated $223K.
tru Independence first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and held it in 6 quarters.
tru Independence's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $715K in Q4 2021.
681 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2022.

Based on tru Independence's 13F filing for Q2 2022, filed 4 Aug 2022.