Wind River Trust Company’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Wind River Trust Company’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
2015 Q3	–	Sell	-3,236	Closed	-$156K	–	10
2015 Q2	$156K	Buy	3,236 +123	+4%	+$13.8K	0.08%	10
2015 Q1	$159K	Sell	3,113 -2,373	-43%	-$263K	0.07%	10
2014 Q4	$601K	Sell	5,486 -66,044	-92%	-$7.44M	0.33%	8
2014 Q3	$8.08M	Buy	71,530 +1,532	+2%	+$176K	4.04%	7
2014 Q2	$8.07M	Hold	69,998	–	–	4.38%	6
2014 Q1	$7.8M	Sell	69,998 -8,037	-10%	-$875K	4.41%	6
2013 Q4	$8.44M	Sell	78,035 -22,786	-23%	-$2.49M	3.7%	6
2013 Q3	$8.52M	Buy	100,821 +30,370	+43%	+$3.29M	3.1%	7
2013 Q2	$7.72M	Buy	+70,451	New	+$8.23M	4.13%	5

Other funds holding EMB

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Wind River Trust Company's EMB Position: Q3 2015 in Review

Wind River Trust Company sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2015, closing a stake of 3,236 shares — an estimated $156K sold.

Wind River Trust Company first reported a position in EMB in Q2 2013 and held it in 9 quarters. The position peaked at $8.52M in Q3 2013. 281 funds tracked by Wall St. Rank hold EMB as of Q3 2015.

Wind River Trust Company reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2015 after selling out during the quarter.
Wind River Trust Company sold 3,236 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2015, an estimated $156K.
Wind River Trust Company first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and held it in 9 quarters.
Wind River Trust Company's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $8.52M in Q3 2013.
281 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2015.

Based on Wind River Trust Company's 13F filing for Q3 2015, filed 20 Jul 2021.