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Fortis Advisors’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Fortis Advisors’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
Q2 		– Sell
-96
Closed -$3.46K – 176
2023
Q1 		$3.46K Buy
+96
New +$3.4K ﹤0.01% 234

Other funds holding LEMB

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fortis Advisors's LEMB Position: Q2 2023 in Review

Fortis Advisors sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q2 2023, closing a stake of 96 shares — an estimated $3.46K sold.

Fortis Advisors first reported a position in LEMB in Q1 2023 and held it in 1 quarter. The position peaked at $3.46K in Q1 2023. 98 funds tracked by Wall St. Rank hold LEMB as of Q2 2023.

  • Fortis Advisors reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Advisors sold 96 iShares JPMorgan EM Local Currency Bond ETF shares in Q2 2023, an estimated $3.46K.
  • Fortis Advisors first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q1 2023 and held it in 1 quarter.
  • Fortis Advisors's iShares JPMorgan EM Local Currency Bond ETF position peaked at $3.46K in Q1 2023.
  • 98 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.