AWM
LEMB icon

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

Adams 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
2022
Q2 		– Sell
-5,499
Closed -$203K – 71
2022
Q1 		$203K Sell
5,499
-8,261
-60% -$318K 0.07% 68
2021
Q4 		$540K Sell
13,760
-57,790
-81% -$2.38M 0.17% 54
2021
Q3 		$3.03M Buy
71,550
+3,236
+5% +$140K 1.18% 12
2021
Q2 		$2.98M Sell
68,314
-930
-1% -$40.7K 1.28% 10
2021
Q1 		$2.95M Buy
69,244
+15,277
+28% +$676K 1.36% 10
2020
Q4 		$2.44M Buy
53,967
+6,355
+13% +$275K 1.53% 9
2020
Q3 		$1.99M Buy
+47,612
New +$2M 1.55% 10

Other funds holding LEMB

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.46B AUM 19.17% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return