Accurate Wealth Management’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Accurate Wealth Management’s Portfolio LEMB Stock Details LEMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-23	Closed	-$815	–	897
2022 Q4	$815	Buy	+23	New	+$772	﹤0.01%	1414

Other funds holding LEMB

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Accurate Wealth Management's LEMB Position: Q1 2023 in Review

Accurate Wealth Management sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q1 2023, closing a stake of 23 shares — an estimated $815 sold.

Accurate Wealth Management first reported a position in LEMB in Q4 2022 and held it in 1 quarter. The position peaked at $815 in Q4 2022. 94 funds tracked by Wall St. Rank hold LEMB as of Q1 2023.

Accurate Wealth Management reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 23 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2023, an estimated $815.
Accurate Wealth Management first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's iShares JPMorgan EM Local Currency Bond ETF position peaked at $815 in Q4 2022.
94 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.