Bartlett & Co Wealth Management
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Bartlett & Co Wealth Management’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Bartlett & Co 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
2021
Q1 		– Sell
-62
Closed -$2.81K – 1157
2020
Q4 		$2.81K Buy
+62
New +$2.69K ﹤0.01% 875

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

Bartlett & Co Wealth Management's LEMB Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q1 2021, closing a stake of 62 shares — an estimated $2.81K sold.

Bartlett & Co Wealth Management first reported a position in LEMB in Q4 2020 and held it in 1 quarter. The position peaked at $2.81K in Q4 2020. 83 funds tracked by Wall St. Rank hold LEMB as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 62 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2021, an estimated $2.81K.
  • Bartlett & Co Wealth Management first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's iShares JPMorgan EM Local Currency Bond ETF position peaked at $2.81K in Q4 2020.
  • 83 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.