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Foundations Investment Advisors’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

Foundations Investment Advisors’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
2021
Q3 		– Sell
-4,045
Closed -$212K – 317
2021
Q2 		$212K Buy
+4,045
New +$211K 0.01% 280

Other funds holding CEMB

Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Foundations Investment Advisors's CEMB Position: Q3 2021 in Review

Foundations Investment Advisors sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q3 2021, closing a stake of 4,045 shares — an estimated $212K sold.

Foundations Investment Advisors first reported a position in CEMB in Q2 2021 and held it in 1 quarter. The position peaked at $212K in Q2 2021. 71 funds tracked by Wall St. Rank hold CEMB as of Q3 2021.

  • Foundations Investment Advisors reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Foundations Investment Advisors sold 4,045 iShares JPMorgan EM Corporate Bond ETF shares in Q3 2021, an estimated $212K.
  • Foundations Investment Advisors first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q2 2021 and held it in 1 quarter.
  • Foundations Investment Advisors's iShares JPMorgan EM Corporate Bond ETF position peaked at $212K in Q2 2021.
  • 71 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q3 2021.

Based on Foundations Investment Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.