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

TrueWealth 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
2022 Q2	–	Sell	-2,539	Closed	-$277K	–	175
2022 Q1	$277K	Hold	2,539	–	–	0.12%	140
2021 Q4	$277K	Sell	2,539 -355	-12%	-$38.7K	0.12%	140
2021 Q3	$319K	Sell	2,894 -822	-22%	-$92.3K	0.18%	98
2021 Q2	$418K	Sell	3,716 -5,749	-61%	-$640K	0.24%	75
2021 Q1	$1.05M	Sell	9,465 -7,222	-43%	-$807K	0.68%	32
2020 Q4	$1.9M	Buy	+16,687	New	+$1.89M	1.63%	23

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

TrueWealth Advisors's EMB Position: Q2 2022 in Review

TrueWealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2022, closing a stake of 2,539 shares — an estimated $277K sold.

TrueWealth Advisors first reported a position in EMB in Q4 2020 and held it in 6 quarters. The position peaked at $1.9M in Q4 2020. 680 funds tracked by Wall St. Rank hold EMB as of Q2 2022.

TrueWealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2022 after selling out during the quarter.
TrueWealth Advisors sold 2,539 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2022, an estimated $277K.
TrueWealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2020 and held it in 6 quarters.
TrueWealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.9M in Q4 2020.
680 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2022.

Based on TrueWealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.