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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2026
Q2 		$881K Buy
19,293
+2,353
+14% +$107K 0.24% 66
2026
Q1 		$767K Buy
16,940
+1,045
+7% +$48K 0.23% 65
2025
Q4 		$729K Buy
15,895
+47
+0.3% +$2.16K 0.22% 71
2025
Q3 		$733K Sell
15,848
-1,014
-6% -$46.4K 0.23% 66
2025
Q2 		$766K Buy
16,862
+106
+0.6% +$4.73K 0.26% 63
2025
Q1 		$757K Buy
16,756
+105
+0.6% +$4.71K 0.28% 59
2024
Q4 		$739K Sell
16,651
-766
-4% -$34.5K 0.3% 57
2024
Q3 		$801K Buy
17,417
+1,505
+9% +$67.9K 0.41% 33
2024
Q2 		$705K Buy
15,912
+406
+3% +$17.9K 0.4% 34
2024
Q1 		$690K Buy
15,506
+2,609
+20% +$115K 0.45% 38
2023
Q4 		$569K Buy
12,897
+352
+3% +$15K 0.36% 41
2023
Q3 		$531K Buy
12,545
+6,596
+111% +$283K 0.38% 39
2023
Q2 		$374K Sell
5,949
-1,101
-16% -$47.8K 0.28% 52
2023
Q1 		$307K Buy
7,050
+469
+7% +$20.4K 0.24% 57
2022
Q4 		$281K Buy
+6,581
New +$275K 0.24% 56

Other funds holding CEMB

AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
NAMNJ
NorthStar Asset Management (New Jersey) Hackettstown, New Jersey $246M AUM 25.97% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $160M AUM 16.03% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CEMB Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its iShares JPMorgan EM Corporate Bond ETF (CEMB) stake by 14% in Q2 2026, buying an estimated $107K and bringing the position to 19,293 shares worth $881K. The position accounts for 0.24% of the portfolio, ranked #66.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CEMB in Q4 2022 and has held it in 15 quarters since. 54 funds tracked by Wall St. Rank hold CEMB as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 19,293 shares of iShares JPMorgan EM Corporate Bond ETF worth $881K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 2,353 iShares JPMorgan EM Corporate Bond ETF shares in Q2 2026, an estimated $107K.
  • iShares JPMorgan EM Corporate Bond ETF made up 0.24% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #66 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 54 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.