Wunderlich Capital Managemnt’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Wunderlich Capital Managemnt’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
2022 Q1	–	Sell	-17,068	Closed	-$1.86M	–	89
2021 Q4	$1.86M	Buy	17,068 +535	+3%	+$58.4K	0.83%	60
2021 Q3	$1.82M	Buy	+16,533	New	+$1.86M	0.88%	60
2015 Q1	–	Sell	-17,813	Closed	-$1.95M	–	74
2014 Q4	$1.95M	Buy	17,813 +823	+5%	+$92.7K	1.65%	4
2014 Q3	$1.91M	Buy	16,990 +379	+2%	+$43.4K	1.72%	4
2014 Q2	$1.91M	Buy	16,611 +228	+1%	+$25.9K	1.75%	4
2014 Q1	$1.83M	Buy	16,383 +57	+0.3%	+$6.21K	1.73%	4
2013 Q4	$1.77M	Buy	+16,326	New	+$1.78M	1.7%	7

Other funds holding EMB

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Wunderlich Capital Managemnt's EMB Position: Q1 2022 in Review

Wunderlich Capital Managemnt sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2022, closing a stake of 17,068 shares — an estimated $1.86M sold.

Wunderlich Capital Managemnt first reported a position in EMB in Q4 2013 and held it in 7 quarters. The position peaked at $1.95M in Q4 2014. 739 funds tracked by Wall St. Rank hold EMB as of Q1 2022.

Wunderlich Capital Managemnt reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2022 after selling out during the quarter.
Wunderlich Capital Managemnt sold 17,068 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2022, an estimated $1.86M.
Wunderlich Capital Managemnt first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2013 and held it in 7 quarters.
Wunderlich Capital Managemnt's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.95M in Q4 2014.
739 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2022.

Based on Wunderlich Capital Managemnt's 13F filing for Q1 2022, filed 16 May 2022.