Certified Advisory Corp’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-513	Closed	-$27K	–	280
2021 Q1	$27K	Buy	+513	New	+$26.9K	0.01%	439
2020 Q2	$23K	Hold	446	–	–	0.01%	413
2020 Q1	$20K	Hold	446	–	–	0.01%	408
2019 Q4	$23K	Buy	+446	New	+$22.9K	0.01%	452

Other funds holding CEMB

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Certified Advisory Corp's CEMB Position: Q2 2021 in Review

Certified Advisory Corp sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q2 2021, closing a stake of 513 shares — an estimated $27K sold.

Certified Advisory Corp first reported a position in CEMB in Q4 2019 and held it in 4 quarters. The position peaked at $27K in Q1 2021. 66 funds tracked by Wall St. Rank hold CEMB as of Q2 2021.

Certified Advisory Corp reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 513 iShares JPMorgan EM Corporate Bond ETF shares in Q2 2021, an estimated $27K.
Certified Advisory Corp first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
Certified Advisory Corp's iShares JPMorgan EM Corporate Bond ETF position peaked at $27K in Q1 2021.
66 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.