CPA
LEMB icon

Clear Point Advisors’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Clear Point Advisors’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
2024
Q4 		– Sell
-1
Closed -$39 – 352
2024
Q3 		$39 Hold
1
– – ﹤0.01% 559
2024
Q2 		$36 Hold
1
– – ﹤0.01% 555
2024
Q1 		$37 Sell
1
-279
-100% -$10.1K ﹤0.01% 555
2023
Q4 		$10.3K Buy
+280
New +$9.93K 0.01% 316

Other funds holding LEMB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.46B AUM 19.17% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return