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Creative Planning’s
iShares JPMorgan EM Local Currency Bond ETF
LEMB
Stock Holding History
Creative Planning’s Portfolio
LEMB Stock Details
LEMB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q2
–
Sell
-98
Closed
-$4K
–
4730
2017
Q1
$4K
Buy
+98
New
+$4.36K
﹤0.01%
4058
2016
Q4
–
Sell
-462
Closed
-$21K
–
4738
2016
Q3
$21K
Buy
462
+383
+485%
+$17.4K
﹤0.01%
3032
2016
Q2
$4K
Hold
79
–
–
﹤0.01%
3749
2016
Q1
$3K
Buy
+79
New
+$3.19K
﹤0.01%
3811
2015
Q1
–
Sell
-214
Closed
-$10K
–
4319
2014
Q4
$10K
Buy
+214
New
+$10.2K
﹤0.01%
3122
2014
Q3
–
Sell
-1,171
Closed
-$60K
–
4085
2014
Q2
$60K
Hold
1,171
–
–
﹤0.01%
1757
2014
Q1
$58K
Hold
1,171
–
–
﹤0.01%
1712
2013
Q4
$57K
Hold
1,171
–
–
﹤0.01%
1518
2013
Q3
$58K
Hold
1,171
–
–
﹤0.01%
1424
2013
Q2
$58K
Buy
+1,171
New
+$61.4K
﹤0.01%
1306
Other funds holding LEMB
Schroder Investment Management Group
London, United Kingdom
$122B AUM
29.27%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPT
Legacy Private Trust
Neenah, Wisconsin
$1.62B AUM
17.53%
1-Year Est. Return
FMP
Financial Management Professionals
Austin, Texas
$1.05B AUM
21.07%
1-Year Est. Return
HSBC Holdings
London, United Kingdom
$168B AUM
27.2%
1-Year Est. Return
Mackenzie Financial
Toronto Ontario, Ontario, Canada
$83.3B AUM
31.19%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Canada Life
Winnipeg, Manitoba, Canada
$55.8B AUM
26.04%
1-Year Est. Return
Mirae Asset Global Investments
Seoul, South Korea
$299B AUM
28.69%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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