Drive Wealth Management’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Drive Wealth Management’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
2023 Q3	–	Sell	-6,594	Closed	-$244K	–	296
2023 Q2	$244K	Sell	6,594 -637	-9%	-$23.3K	0.09%	211
2023 Q1	$261K	Sell	7,231 -1,432	-17%	-$50.8K	0.11%	205
2022 Q4	$301K	Buy	+8,663	New	+$291K	0.15%	158

Other funds holding LEMB

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Drive Wealth Management's LEMB Position: Q3 2023 in Review

Drive Wealth Management sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q3 2023, closing a stake of 6,594 shares — an estimated $244K sold.

Drive Wealth Management first reported a position in LEMB in Q4 2022 and held it in 3 quarters. The position peaked at $301K in Q4 2022. 89 funds tracked by Wall St. Rank hold LEMB as of Q3 2023.

Drive Wealth Management reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q3 2023 after selling out during the quarter.
Drive Wealth Management sold 6,594 iShares JPMorgan EM Local Currency Bond ETF shares in Q3 2023, an estimated $244K.
Drive Wealth Management first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2022 and held it in 3 quarters.
Drive Wealth Management's iShares JPMorgan EM Local Currency Bond ETF position peaked at $301K in Q4 2022.
89 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q3 2023.

Based on Drive Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.