Advisornet Financial’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Advisornet Financial’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 Q4	–	Sell	-475	Closed	-$15K	–	2444
2022 Q3	$15K	Hold	475	–	–	﹤0.01%	1208
2022 Q2	$16K	Hold	475	–	–	﹤0.01%	1212
2022 Q1	$18K	Hold	475	–	–	﹤0.01%	1280
2021 Q4	$19K	Buy	475 +120	+34%	+$4.93K	﹤0.01%	1300
2021 Q3	$15K	Hold	355	–	–	﹤0.01%	1339
2021 Q2	$15K	Hold	355	–	–	﹤0.01%	1323
2021 Q1	$15K	Hold	355	–	–	﹤0.01%	1267
2020 Q4	$16K	Hold	355	–	–	﹤0.01%	1186
2020 Q3	$15K	Hold	355	–	–	﹤0.01%	1170
2020 Q2	$14K	Hold	355	–	–	﹤0.01%	1209
2020 Q1	$13K	Hold	355	–	–	﹤0.01%	1197
2019 Q4	$16K	Hold	355	–	–	﹤0.01%	1250
2019 Q3	$16K	Hold	355	–	–	﹤0.01%	1249
2019 Q2	$16K	Hold	355	–	–	﹤0.01%	1115
2019 Q1	$16K	Hold	355	–	–	﹤0.01%	1059
2018 Q4	$15K	Hold	355	–	–	﹤0.01%	994
2018 Q3	$15K	Hold	355	–	–	﹤0.01%	1023
2018 Q2	$16K	Buy	355 +111	+45%	+$5.23K	﹤0.01%	1003
2018 Q1	$12K	Hold	244	–	–	﹤0.01%	1054
2017 Q4	$12K	Buy	+244	New	+$11.6K	﹤0.01%	970

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

CCA

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

BBVA

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisornet Financial's LEMB Position: Q4 2022 in Review

Advisornet Financial sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q4 2022, closing a stake of 475 shares — an estimated $15K sold.

Advisornet Financial first reported a position in LEMB in Q4 2017 and held it in 20 quarters. The position peaked at $19K in Q4 2021. 85 funds tracked by Wall St. Rank hold LEMB as of Q4 2022.

Advisornet Financial reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q4 2022 after selling out during the quarter.
Advisornet Financial sold 475 iShares JPMorgan EM Local Currency Bond ETF shares in Q4 2022, an estimated $15K.
Advisornet Financial first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2017 and held it in 20 quarters.
Advisornet Financial's iShares JPMorgan EM Local Currency Bond ETF position peaked at $19K in Q4 2021.
85 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q4 2022.

Based on Advisornet Financial's 13F filing for Q4 2022, filed 13 Jan 2023.