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Clearwater Capital Advisors’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Clearwater Capital 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
2021
Q4 		– Sell
-7,944
Closed -$337K – 173
2021
Q3 		$337K Sell
7,944
-146
-2% -$6.31K 0.04% 120
2021
Q2 		$353K Buy
+8,090
New +$354K 0.04% 120

Other funds holding LEMB

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Clearwater Capital Advisors's LEMB Position: Q4 2021 in Review

Clearwater Capital Advisors sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q4 2021, closing a stake of 7,944 shares — an estimated $337K sold.

Clearwater Capital Advisors first reported a position in LEMB in Q2 2021 and held it in 2 quarters. The position peaked at $353K in Q2 2021. 82 funds tracked by Wall St. Rank hold LEMB as of Q4 2021.

  • Clearwater Capital Advisors reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Clearwater Capital Advisors sold 7,944 iShares JPMorgan EM Local Currency Bond ETF shares in Q4 2021, an estimated $337K.
  • Clearwater Capital Advisors first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2021 and held it in 2 quarters.
  • Clearwater Capital Advisors's iShares JPMorgan EM Local Currency Bond ETF position peaked at $353K in Q2 2021.
  • 82 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q4 2021.

Based on Clearwater Capital Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.