Creative Planning’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

Creative Planning’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
2022 Q4	–	Sell	-9,087	Closed	-$375K	–	2506
2022 Q3	$375K	Sell	9,087 -278	-3%	-$11.9K	﹤0.01%	1512
2022 Q2	$401K	Sell	9,365 -421	-4%	-$18.8K	﹤0.01%	1441
2022 Q1	$454K	Sell	9,786 -2,463	-20%	-$119K	﹤0.01%	1374
2021 Q4	$625K	Sell	12,249 -2,985	-20%	-$153K	﹤0.01%	1189
2021 Q3	$790K	Sell	15,234 -7,220	-32%	-$378K	﹤0.01%	1063
2021 Q2	$1.18M	Sell	22,454 -3,367	-13%	-$176K	﹤0.01%	873
2021 Q1	$1.34M	Buy	+25,821	New	+$1.36M	﹤0.01%	894

Other funds holding CEMB

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

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 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

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

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

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Creative Planning's CEMB Position: Q4 2022 in Review

Creative Planning sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q4 2022, closing a stake of 9,087 shares — an estimated $375K sold.

Creative Planning first reported a position in CEMB in Q1 2021 and held it in 7 quarters. The position peaked at $1.34M in Q1 2021. 58 funds tracked by Wall St. Rank hold CEMB as of Q4 2022.

Creative Planning reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Creative Planning sold 9,087 iShares JPMorgan EM Corporate Bond ETF shares in Q4 2022, an estimated $375K.
Creative Planning first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
Creative Planning's iShares JPMorgan EM Corporate Bond ETF position peaked at $1.34M in Q1 2021.
58 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q4 2022.

Based on Creative Planning's 13F filing for Q4 2022, filed 10 Feb 2023.