Tyler-Stone Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Tyler-Stone Wealth Management’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	-15	Closed	-$1.33K	–	480
2024 Q2	$1.33K	Hold	15	–	–	﹤0.01%	889
2024 Q1	$1.34K	Hold	15	–	–	﹤0.01%	874
2023 Q4	$1.34K	Hold	15	–	–	﹤0.01%	845
2023 Q3	$1K	Hold	15	–	–	﹤0.01%	844
2023 Q2	$1K	Buy	+15	New	+$1.28K	﹤0.01%	837
2022 Q4	$1K	Hold	15	–	–	﹤0.01%	799
2022 Q3	$1K	Buy	+15	New	+$1.28K	﹤0.01%	789

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 $374B AUM 17.66% 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

Tyler-Stone Wealth Management's EMB Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2024, closing a stake of 15 shares — an estimated $1.33K sold.

Tyler-Stone Wealth Management first reported a position in EMB in Q3 2022 and held it in 7 quarters. The position peaked at $1.34K in Q1 2024. 832 funds tracked by Wall St. Rank hold EMB as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 15 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2024, an estimated $1.33K.
Tyler-Stone Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2022 and held it in 7 quarters.
Tyler-Stone Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.34K in Q1 2024.
832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.