YorkBridge Wealth Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-44	Closed	-$5K	–	310
2019 Q2	$5K	Hold	44	–	–	﹤0.01%	656
2019 Q1	$5K	Hold	44	–	–	﹤0.01%	653
2018 Q4	$5K	Hold	44	–	–	﹤0.01%	634
2018 Q3	$5K	Hold	44	–	–	﹤0.01%	653
2018 Q2	$5K	Hold	44	–	–	﹤0.01%	682
2018 Q1	$5K	Hold	44	–	–	﹤0.01%	682
2017 Q4	$5K	Hold	44	–	–	﹤0.01%	702
2017 Q3	$5K	Hold	44	–	–	﹤0.01%	708
2017 Q2	$5K	Buy	44 +10	+29%	+$1.15K	﹤0.01%	701
2017 Q1	$4K	Buy	34 +25	+278%	+$2.81K	﹤0.01%	707
2016 Q4	$1K	Buy	+9	New	+$1.01K	﹤0.01%	827

Other funds holding EMB

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

YorkBridge Wealth Partners's EMB Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2019, closing a stake of 44 shares — an estimated $5K sold.

YorkBridge Wealth Partners first reported a position in EMB in Q4 2016 and held it in 11 quarters. The position peaked at $5K in Q2 2019. 576 funds tracked by Wall St. Rank hold EMB as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 44 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2019, an estimated $5K.
YorkBridge Wealth Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $5K in Q2 2019.
576 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.