Trust Company of Vermont’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Trust Company of Vermont’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
2024 Q3	–	Sell	-45	Closed	-$3.98K	–	1075
2024 Q2	$3.98K	Buy	+45	New	+$3.99K	﹤0.01%	769
2020 Q2	–	Sell	-499	Closed	-$48K	–	783
2020 Q1	$48K	Hold	499	–	–	﹤0.01%	441
2019 Q4	$57K	Buy	+499	New	+$56.4K	﹤0.01%	458
2017 Q2	–	Sell	-107	Closed	-$12K	–	986
2017 Q1	$12K	Buy	+107	New	+$12.1K	﹤0.01%	681
2015 Q4	–	Sell	-54	Closed	-$6K	–	792
2015 Q3	$6K	Hold	54	–	–	﹤0.01%	676
2015 Q2	$6K	Buy	+54	New	+$6.04K	﹤0.01%	696

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Trust Company of Vermont's EMB Position: Q3 2024 in Review

Trust Company of Vermont sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2024, closing a stake of 45 shares — an estimated $3.98K sold.

Trust Company of Vermont first reported a position in EMB in Q2 2015 and held it in 6 quarters. The position peaked at $57K in Q4 2019. 832 funds tracked by Wall St. Rank hold EMB as of Q3 2024.

Trust Company of Vermont reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2024 after selling out during the quarter.
Trust Company of Vermont sold 45 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2024, an estimated $3.98K.
Trust Company of Vermont first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2015 and held it in 6 quarters.
Trust Company of Vermont's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $57K in Q4 2019.
832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2024.

Based on Trust Company of Vermont's 13F filing for Q3 2024, filed 16 Oct 2024.