Zullo Investment Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Zullo Investment Group’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
2023 Q1	–	Sell	-185	Closed	-$15.6K	–	299
2022 Q4	$15.6K	Hold	185	–	–	0.01%	428
2022 Q3	$15K	Sell	185 -3	-2%	-$256	0.01%	429
2022 Q2	$16K	Sell	188 -37	-16%	-$3.35K	0.01%	428
2022 Q1	$22K	Sell	225 -55	-20%	-$5.57K	0.01%	410
2021 Q4	$31K	Buy	+280	New	+$30.5K	0.02%	360

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Zullo Investment Group's EMB Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2023, closing a stake of 185 shares — an estimated $15.6K sold.

Zullo Investment Group first reported a position in EMB in Q4 2021 and held it in 5 quarters. The position peaked at $31K in Q4 2021. 758 funds tracked by Wall St. Rank hold EMB as of Q1 2023.

Zullo Investment Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 185 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2023, an estimated $15.6K.
Zullo Investment Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $31K in Q4 2021.
758 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.