Asset Planning Services (Pennsylvania)’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-289	Closed	-$13K	–	178
2019 Q3	$13K	Hold	289	–	–	0.01%	192
2019 Q2	$13K	Hold	289	–	–	0.01%	187
2019 Q1	$13K	Hold	289	–	–	0.01%	185
2018 Q4	$12K	Hold	289	–	–	0.01%	189
2018 Q3	$13K	Hold	289	–	–	0.01%	188
2018 Q2	$13K	Hold	289	–	–	0.01%	186
2018 Q1	$15K	Hold	289	–	–	0.01%	184
2017 Q4	$14K	Hold	289	–	–	0.01%	189
2017 Q3	$14K	Hold	289	–	–	0.01%	208
2017 Q2	$13K	Hold	289	–	–	0.01%	209
2017 Q1	$13K	Hold	289	–	–	0.01%	209
2016 Q4	$12K	Hold	289	–	–	0.01%	189
2016 Q3	$13K	Hold	289	–	–	0.01%	180
2016 Q2	$13K	Hold	289	–	–	0.01%	185
2016 Q1	$13K	Buy	289 +39	+16%	+$1.58K	0.01%	183
2015 Q4	$10K	Hold	250	–	–	0.01%	166
2015 Q3	$10K	Hold	250	–	–	0.01%	158
2015 Q2	$11K	Buy	+250	New	+$11.1K	0.01%	176

Other funds holding LEMB

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

UIA

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

Asset Planning Services (Pennsylvania)'s LEMB Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q4 2019, closing a stake of 289 shares — an estimated $13K sold.

Asset Planning Services (Pennsylvania) first reported a position in LEMB in Q2 2015 and held it in 18 quarters. The position peaked at $15K in Q1 2018. 89 funds tracked by Wall St. Rank hold LEMB as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 289 iShares JPMorgan EM Local Currency Bond ETF shares in Q4 2019, an estimated $13K.
Asset Planning Services (Pennsylvania) first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s iShares JPMorgan EM Local Currency Bond ETF position peaked at $15K in Q1 2018.
89 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.