Ameliora Wealth Management’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Ameliora Wealth Management’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
2024 Q1	–	Sell	-410	Closed	-$15.1K	–	201
2023 Q4	$15.1K	Hold	410	–	–	0.01%	149
2023 Q3	$14.3K	Hold	410	–	–	0.01%	173
2023 Q2	$15.2K	Sell	410 -942	-70%	-$34.4K	0.01%	159
2023 Q1	$48.7K	Sell	1,352 -78,512	-98%	-$2.78M	0.03%	131
2022 Q4	$2.77M	Sell	79,864 -61,208	-43%	-$2.05M	1.48%	25
2022 Q3	$4.54M	Buy	+141,072	New	+$4.75M	2.46%	14

Other funds holding LEMB

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

SIAM

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

FSG

Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return

Ameliora Wealth Management's LEMB Position: Q1 2024 in Review

Ameliora Wealth Management sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q1 2024, closing a stake of 410 shares — an estimated $15.1K sold.

Ameliora Wealth Management first reported a position in LEMB in Q3 2022 and held it in 6 quarters. The position peaked at $4.54M in Q3 2022. 84 funds tracked by Wall St. Rank hold LEMB as of Q1 2024.

Ameliora Wealth Management reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q1 2024 after selling out during the quarter.
Ameliora Wealth Management sold 410 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2024, an estimated $15.1K.
Ameliora Wealth Management first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2022 and held it in 6 quarters.
Ameliora Wealth Management's iShares JPMorgan EM Local Currency Bond ETF position peaked at $4.54M in Q3 2022.
84 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2024.

Based on Ameliora Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.