Arkadios Wealth Advisors’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

Arkadios Wealth Advisors’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
2022 Q1	–	Sell	-59,859	Closed	-$3.05M	–	565
2021 Q4	$3.05M	Buy	59,859 +2,226	+4%	+$114K	0.4%	61
2021 Q3	$2.99M	Buy	57,633 +1,867	+3%	+$97.8K	0.43%	54
2021 Q2	$2.93M	Buy	55,766 +1,579	+3%	+$82.4K	0.36%	69
2021 Q1	$2.82M	Buy	54,187 +1,273	+2%	+$66.9K	0.46%	54
2020 Q4	$2.81M	Buy	+52,914	New	+$2.77M	0.59%	40

Other funds holding CEMB

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Arkadios Wealth Advisors's CEMB Position: Q1 2022 in Review

Arkadios Wealth Advisors sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q1 2022, closing a stake of 59,859 shares — an estimated $3.05M sold.

Arkadios Wealth Advisors first reported a position in CEMB in Q4 2020 and held it in 5 quarters. The position peaked at $3.05M in Q4 2021. 72 funds tracked by Wall St. Rank hold CEMB as of Q1 2022.

Arkadios Wealth Advisors reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Arkadios Wealth Advisors sold 59,859 iShares JPMorgan EM Corporate Bond ETF shares in Q1 2022, an estimated $3.05M.
Arkadios Wealth Advisors first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
Arkadios Wealth Advisors's iShares JPMorgan EM Corporate Bond ETF position peaked at $3.05M in Q4 2021.
72 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q1 2022.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.