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

Ameliora 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
2024
Q3 		– Sell
-1,200
Closed -$53.2K – 167
2024
Q2 		$53.2K Hold
1,200
– – 0.02% 117
2024
Q1 		$53.4K Hold
1,200
– – 0.02% 130
2023
Q4 		$53K Hold
1,200
– – 0.03% 114
2023
Q3 		$50.7K Hold
1,200
– – 0.03% 120
2023
Q2 		$52K Hold
1,200
– – 0.03% 120
2023
Q1 		$52.3K Sell
1,200
-4,358
-78% -$190K 0.03% 130
2022
Q4 		$238K Hold
5,558
– – 0.13% 65
2022
Q3 		$227K Buy
+5,558
New +$239K 0.12% 65

Other funds holding CEMB

CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Ameliora Wealth Management's CEMB Position: Q3 2024 in Review

Ameliora Wealth Management sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q3 2024, closing a stake of 1,200 shares — an estimated $53.2K sold.

Ameliora Wealth Management first reported a position in CEMB in Q3 2022 and held it in 8 quarters. The position peaked at $238K in Q4 2022. 68 funds tracked by Wall St. Rank hold CEMB as of Q3 2024.

  • Ameliora Wealth Management reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Ameliora Wealth Management sold 1,200 iShares JPMorgan EM Corporate Bond ETF shares in Q3 2024, an estimated $53.2K.
  • Ameliora Wealth Management first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q3 2022 and held it in 8 quarters.
  • Ameliora Wealth Management's iShares JPMorgan EM Corporate Bond ETF position peaked at $238K in Q4 2022.
  • 68 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q3 2024.

Based on Ameliora Wealth Management's 13F filing for Q3 2024, filed 11 Oct 2024.