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

Axxcess 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
2023
Q3 		– Sell
-4,831
Closed -$210K – 809
2023
Q2 		$210K Buy
+4,831
New +$210K 0.02% 541

Other funds holding CEMB

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Axxcess Wealth Management's CEMB Position: Q3 2023 in Review

Axxcess Wealth Management sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q3 2023, closing a stake of 4,831 shares — an estimated $210K sold.

Axxcess Wealth Management first reported a position in CEMB in Q2 2023 and held it in 1 quarter. The position peaked at $210K in Q2 2023. 66 funds tracked by Wall St. Rank hold CEMB as of Q3 2023.

  • Axxcess Wealth Management reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 4,831 iShares JPMorgan EM Corporate Bond ETF shares in Q3 2023, an estimated $210K.
  • Axxcess Wealth Management first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's iShares JPMorgan EM Corporate Bond ETF position peaked at $210K in Q2 2023.
  • 66 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q3 2023.

Based on Axxcess Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.