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Wilbanks Smith & Thomas Asset Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Wilbanks Smith & Thomas Asset 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
2019
Q4 		– Sell
-12,989
Closed -$1.47M – 428
2019
Q3 		$1.47M Buy
+12,989
New +$1.48M 0.09% 144
2018
Q4 		– Sell
-285
Closed -$31K – 616
2018
Q3 		$31K Buy
+285
New +$30.6K ﹤0.01% 784

Other funds holding EMB

Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PM
Pharo Management New York $18.7M AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's EMB Position: Q4 2019 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2019, closing a stake of 12,989 shares — an estimated $1.47M sold.

Wilbanks Smith & Thomas Asset Management first reported a position in EMB in Q3 2018 and held it in 2 quarters. The position peaked at $1.47M in Q3 2019. 656 funds tracked by Wall St. Rank hold EMB as of Q4 2019.

  • Wilbanks Smith & Thomas Asset Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 12,989 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2019, an estimated $1.47M.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2018 and held it in 2 quarters.
  • Wilbanks Smith & Thomas Asset Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.47M in Q3 2019.
  • 656 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2019.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2019, filed 13 Feb 2020.