Almanack Investment Partners’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Almanack Investment Partners’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
2021 Q3	–	Sell	-8,602	Closed	-$375K	–	533
2021 Q2	$375K	Buy	8,602 +1,108	+15%	+$48.5K	0.04%	277
2021 Q1	$319K	Sell	7,494 -3,092	-29%	-$137K	0.03%	302
2020 Q4	$479K	Hold	10,586	–	–	0.05%	216
2020 Q3	$458K	Buy	+10,586	New	+$444K	0.06%	225
2020 Q2	–	Sell	-147,928	Closed	-$5.54M	–	276
2020 Q1	$5.54M	Buy	147,928 +117,286	+383%	+$4.92M	1.19%	16
2019 Q4	$1.34M	Buy	+30,642	New	+$1.37M	0.26%	58
2017 Q4	–	Sell	-12,022	Closed	-$580K	–	184
2017 Q3	$580K	Buy	+12,022	New	+$577K	0.28%	43
2017 Q2	–	Sell	-2,877	Closed	-$131K	–	194
2017 Q1	$131K	Buy	+2,877	New	+$128K	0.1%	134

Other funds holding LEMB

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

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

BBVA

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

CCA

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

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

UIA

UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

Almanack Investment Partners's LEMB Position: Q3 2021 in Review

Almanack Investment Partners sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q3 2021, closing a stake of 8,602 shares — an estimated $375K sold.

Almanack Investment Partners first reported a position in LEMB in Q1 2017 and held it in 8 quarters. The position peaked at $5.54M in Q1 2020. 83 funds tracked by Wall St. Rank hold LEMB as of Q3 2021.

Almanack Investment Partners reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q3 2021 after selling out during the quarter.
Almanack Investment Partners sold 8,602 iShares JPMorgan EM Local Currency Bond ETF shares in Q3 2021, an estimated $375K.
Almanack Investment Partners first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q1 2017 and held it in 8 quarters.
Almanack Investment Partners's iShares JPMorgan EM Local Currency Bond ETF position peaked at $5.54M in Q1 2020.
83 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q3 2021.

Based on Almanack Investment Partners's 13F filing for Q3 2021, filed 4 Nov 2021.