Center for Financial Planning’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Center for Financial Planning’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
2022 Q4	–	Sell	-36	Closed	-$1K	–	609
2022 Q3	$1K	Buy	+36	New	+$1.21K	﹤0.01%	604

Other funds holding LEMB

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Center for Financial Planning's LEMB Position: Q4 2022 in Review

Center for Financial Planning sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q4 2022, closing a stake of 36 shares — an estimated $1K sold.

Center for Financial Planning first reported a position in LEMB in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 85 funds tracked by Wall St. Rank hold LEMB as of Q4 2022.

Center for Financial Planning reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q4 2022 after selling out during the quarter.
Center for Financial Planning sold 36 iShares JPMorgan EM Local Currency Bond ETF shares in Q4 2022, an estimated $1K.
Center for Financial Planning first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2022 and held it in 1 quarter.
Center for Financial Planning's iShares JPMorgan EM Local Currency Bond ETF position peaked at $1K in Q3 2022.
85 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.