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 Q2	$4.89M	Buy	141,377 +52,835	+60%	+$2.41M	1.81%	16
2026 Q1	$2.45M	Sell	88,542 -430	-0.5%	-$19.7K	1.07%	22
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

AWM

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

Allie Family Office's CEMB Position: Q2 2026 in Review

Allie Family Office increased its iShares JPMorgan EM Corporate Bond ETF (CEMB) stake by 60% in Q2 2026, buying an estimated $2.41M and bringing the position to 141,377 shares worth $4.89M. The position accounts for 1.81% of the portfolio, ranked #16.

Allie Family Office first reported a position in CEMB in Q4 2021 and has held it in 19 quarters since. 101 funds tracked by Wall St. Rank hold CEMB as of Q2 2026.

Allie Family Office held 141,377 shares of iShares JPMorgan EM Corporate Bond ETF worth $4.89M as of Q2 2026.
Allie Family Office bought 52,835 iShares JPMorgan EM Corporate Bond ETF shares in Q2 2026, an estimated $2.41M.
iShares JPMorgan EM Corporate Bond ETF made up 1.81% of Allie Family Office's portfolio in Q2 2026, its #16 holding.
Allie Family Office first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
101 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.