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Beaird Harris Wealth Management’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

Beaird Harris 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
2024
Q2 		– Sell
-30
Closed -$1.33K – 727
2024
Q1 		$1.33K Buy
+30
New +$1.32K ﹤0.01% 516

Other funds holding CEMB

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Beaird Harris Wealth Management's CEMB Position: Q2 2024 in Review

Beaird Harris Wealth Management sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q2 2024, closing a stake of 30 shares — an estimated $1.33K sold.

Beaird Harris Wealth Management first reported a position in CEMB in Q1 2024 and held it in 1 quarter. The position peaked at $1.33K in Q1 2024. 72 funds tracked by Wall St. Rank hold CEMB as of Q2 2024.

  • Beaird Harris Wealth Management reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 30 iShares JPMorgan EM Corporate Bond ETF shares in Q2 2024, an estimated $1.33K.
  • Beaird Harris Wealth Management first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's iShares JPMorgan EM Corporate Bond ETF position peaked at $1.33K in Q1 2024.
  • 72 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.