AE Wealth Management’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

AE Wealth Management’s Portfolio CEMB Stock Details CEMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	0	–	–	–	2588
2022 Q1	–	Sell	-7,013	Closed	-$358K	–	1687
2021 Q4	$358K	Sell	7,013 -1,105	-14%	-$56.6K	﹤0.01%	1384
2021 Q3	$421K	Sell	8,118 -24,742	-75%	-$1.3M	﹤0.01%	1237
2021 Q2	$1.73M	Sell	32,860 -21,907	-40%	-$1.14M	0.02%	680
2021 Q1	$2.85M	Buy	54,767 +27,101	+98%	+$1.42M	0.03%	469
2020 Q4	$1.47M	Buy	27,666 +3,118	+13%	+$163K	0.02%	586
2020 Q3	$1.27M	Buy	24,548 +7,617	+45%	+$394K	0.02%	563
2020 Q2	$857K	Sell	16,931 -8,919	-35%	-$434K	0.01%	676
2020 Q1	$1.16M	Buy	25,850 +1,655	+7%	+$83.7K	0.03%	443
2019 Q4	$1.25M	Buy	24,195 +6,998	+41%	+$360K	0.03%	482
2019 Q3	$880K	Buy	17,197 +4,950	+40%	+$253K	0.03%	482
2019 Q2	$623K	Buy	+12,247	New	+$612K	0.02%	527

Other funds holding CEMB

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

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

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

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

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

AE Wealth Management's CEMB Position: Q1 2026 in Review

AE Wealth Management held its iShares JPMorgan EM Corporate Bond ETF (CEMB) position steady in Q1 2026 at 0 shares worth $13. The position accounts for ﹤0.01% of the portfolio, ranked #2588.

AE Wealth Management first reported a position in CEMB in Q2 2019 and has held it in 11 quarters since. The position peaked at $2.85M in Q1 2021. 86 funds tracked by Wall St. Rank hold CEMB as of Q1 2026.

AE Wealth Management held 0 shares of iShares JPMorgan EM Corporate Bond ETF worth $13 as of Q1 2026.
AE Wealth Management left its iShares JPMorgan EM Corporate Bond ETF share count unchanged in Q1 2026.
iShares JPMorgan EM Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2588 holding.
AE Wealth Management first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q2 2019 and has held it in 11 quarters since.
AE Wealth Management's iShares JPMorgan EM Corporate Bond ETF position peaked at $2.85M in Q1 2021.
86 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.