AFO
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Allie Family Office’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

Allie Family Office’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 		$2.45M Sell
88,542
-430
-0.5% -$19.7K 1.07% 21
2025
Q4 		$2.5M Buy
88,972
+705
+0.8% +$32.4K 1.17% 17
2025
Q3 		$2.48M Buy
88,267
+1,770
+2% +$80.9K 1.18% 18
2025
Q2 		$2.36M Buy
86,497
+41,270
+91% +$1.84M 1.17% 19
2025
Q1 		$2.04M Buy
45,227
+20,365
+82% +$914K 1.12% 21
2024
Q4 		$1.1M Buy
24,862
+11,691
+89% +$527K 0.61% 27
2024
Q3 		$606K Sell
13,171
-13,758
-51% -$621K 0.33% 46
2024
Q2 		$1.19M Buy
26,929
+13,235
+97% +$584K 0.72% 25
2024
Q1 		$609K Sell
13,694
-2,500
-15% -$110K 0.36% 41
2023
Q4 		$715K Sell
16,194
-575
-3% -$24.4K 0.49% 31
2023
Q3 		$709K Sell
16,769
-165
-1% -$7.08K 0.57% 23
2023
Q2 		$734K Sell
16,934
-250
-1% -$10.8K 0.53% 29
2023
Q1 		$749K Hold
17,184
– – 0.56% 28
2022
Q4 		$735K Buy
17,184
+1,190
+7% +$49.6K 0.6% 26
2022
Q3 		$661K Hold
15,994
– – 0.57% 26
2022
Q2 		$685K Sell
15,994
-180
-1% -$8.02K 0.56% 30
2022
Q1 		$750K Sell
16,174
-345
-2% -$16.7K 0.57% 29
2021
Q4 		$842K Buy
+16,519
New +$846K 0.66% 28

Other funds holding CEMB

Mackenzie Financial
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
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
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allie Family Office's CEMB Position: Q1 2026 in Review

Allie Family Office reduced its iShares JPMorgan EM Corporate Bond ETF (CEMB) stake by 0.48% in Q1 2026, selling an estimated $19.7K and leaving 88,542 shares worth $2.45M. The position accounts for 1.07% of the portfolio, ranked #21.

Allie Family Office first reported a position in CEMB in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.5M in Q4 2025. 87 funds tracked by Wall St. Rank hold CEMB as of Q1 2026.

  • Allie Family Office held 88,542 shares of iShares JPMorgan EM Corporate Bond ETF worth $2.45M as of Q1 2026.
  • Allie Family Office sold 430 iShares JPMorgan EM Corporate Bond ETF shares in Q1 2026, an estimated $19.7K.
  • iShares JPMorgan EM Corporate Bond ETF made up 1.07% of Allie Family Office's portfolio in Q1 2026, its #21 holding.
  • Allie Family Office first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Allie Family Office's iShares JPMorgan EM Corporate Bond ETF position peaked at $2.5M in Q4 2025.
  • 87 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.