Caliber Wealth Management (Kansas)’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

Caliber Wealth Management (Kansas)’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
2026 Q1	$269K	Buy	5,940 +141	+2%	+$6.47K	0.03%	229
2025 Q4	$266K	Buy	5,799 +128	+2%	+$5.89K	0.03%	227
2025 Q3	$262K	Buy	5,671 +105	+2%	+$4.8K	0.03%	219
2025 Q2	$253K	Sell	5,566 -44	-0.8%	-$1.96K	0.03%	248
2025 Q1	$253K	Buy	+5,610	New	+$252K	0.03%	213

Other funds holding CEMB

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

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

Caliber Wealth Management (Kansas)'s CEMB Position: Q1 2026 in Review

Caliber Wealth Management (Kansas) increased its iShares JPMorgan EM Corporate Bond ETF (CEMB) stake by 2.4% in Q1 2026, buying an estimated $6.47K and bringing the position to 5,940 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #229.

Caliber Wealth Management (Kansas) first reported a position in CEMB in Q1 2025 and has held it in 5 quarters since. 86 funds tracked by Wall St. Rank hold CEMB as of Q1 2026.

Caliber Wealth Management (Kansas) held 5,940 shares of iShares JPMorgan EM Corporate Bond ETF worth $269K as of Q1 2026.
Caliber Wealth Management (Kansas) bought 141 iShares JPMorgan EM Corporate Bond ETF shares in Q1 2026, an estimated $6.47K.
iShares JPMorgan EM Corporate Bond ETF made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q1 2026, its #229 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
86 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q1 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q1 2026, filed 23 Apr 2026.