WI
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WBI Investments’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

WBI Investments’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
2019
Q2 		– Sell
-53,837
Closed -$5.93M – 232
2019
Q1 		$5.93M Buy
+53,837
New +$5.81M 0.46% 51
2017
Q4 		– Sell
-6,628
Closed -$772K – 307
2017
Q3 		$772K Buy
+6,628
New +$766K 0.03% 206

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WBI Investments's EMB Position: Q2 2019 in Review

WBI Investments sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2019, closing a stake of 53,837 shares — an estimated $5.93M sold.

WBI Investments first reported a position in EMB in Q3 2017 and held it in 2 quarters. The position peaked at $5.93M in Q1 2019. 568 funds tracked by Wall St. Rank hold EMB as of Q2 2019.

  • WBI Investments reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2019 after selling out during the quarter.
  • WBI Investments sold 53,837 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2019, an estimated $5.93M.
  • WBI Investments first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2017 and held it in 2 quarters.
  • WBI Investments's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $5.93M in Q1 2019.
  • 568 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2019.

Based on WBI Investments's 13F filing for Q2 2019, filed 23 Jul 2019.