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WP Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

WP Advisors’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
-462
Closed -$508 – 93
2019
Q1 		$508 Buy
+462
New +$49.8K 0.06% 114
2018
Q4 		– Sell
-899
Closed -$97K – 117
2018
Q3 		$97K Buy
899
+105
+13% +$11.3K 0.09% 95
2018
Q2 		$85K Buy
+794
New +$86.6K 0.08% 99

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

WP Advisors's EMB Position: Q2 2019 in Review

WP Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2019, closing a stake of 462 shares — an estimated $508 sold.

WP Advisors first reported a position in EMB in Q2 2018 and held it in 3 quarters. The position peaked at $97K in Q3 2018. 568 funds tracked by Wall St. Rank hold EMB as of Q2 2019.

  • WP Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2019 after selling out during the quarter.
  • WP Advisors sold 462 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2019, an estimated $508.
  • WP Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2018 and held it in 3 quarters.
  • WP Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $97K in Q3 2018.
  • 568 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2019.

Based on WP Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.