United Capital Management of KS’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

United Capital Management of KS’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
2020 Q1	–	Sell	-2,108	Closed	-$241K	–	84
2019 Q4	$241K	Sell	2,108 -971	-32%	-$110K	0.15%	98
2019 Q3	$349K	Sell	3,079 -721	-19%	-$82K	0.26%	84
2019 Q2	$431K	Sell	3,800 -732	-16%	-$80.7K	0.33%	76
2019 Q1	$496K	Sell	4,532 -2,330	-34%	-$251K	0.39%	72
2018 Q4	$713K	Sell	6,862 -1,057	-13%	-$111K	0.66%	53
2018 Q3	$843K	Buy	+7,919	New	+$851K	0.68%	47

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Management of KS's EMB Position: Q1 2020 in Review

United Capital Management of KS sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2020, closing a stake of 2,108 shares — an estimated $241K sold.

United Capital Management of KS first reported a position in EMB in Q3 2018 and held it in 6 quarters. The position peaked at $843K in Q3 2018. 604 funds tracked by Wall St. Rank hold EMB as of Q1 2020.

United Capital Management of KS reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2020 after selling out during the quarter.
United Capital Management of KS sold 2,108 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2020, an estimated $241K.
United Capital Management of KS first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2018 and held it in 6 quarters.
United Capital Management of KS's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $843K in Q3 2018.
604 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2020.

Based on United Capital Management of KS's 13F filing for Q1 2020, filed 4 May 2020.