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Concord Wealth Partners’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

Concord Wealth Partners’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
2024
Q4 		– Sell
-443
Closed -$20.4K – 931
2024
Q3 		$20.4K Buy
+443
New +$20K ﹤0.01% 464

Other funds holding CEMB

AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Concord Wealth Partners's CEMB Position: Q4 2024 in Review

Concord Wealth Partners sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q4 2024, closing a stake of 443 shares — an estimated $20.4K sold.

Concord Wealth Partners first reported a position in CEMB in Q3 2024 and held it in 1 quarter. The position peaked at $20.4K in Q3 2024. 72 funds tracked by Wall St. Rank hold CEMB as of Q4 2024.

  • Concord Wealth Partners reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 443 iShares JPMorgan EM Corporate Bond ETF shares in Q4 2024, an estimated $20.4K.
  • Concord Wealth Partners first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Concord Wealth Partners's iShares JPMorgan EM Corporate Bond ETF position peaked at $20.4K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.