Global Retirement Partners’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Global Retirement Partners’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
2024 Q1	–	Sell	-2,509	Closed	-$90.6K	–	3443
2023 Q4	$90.6K	Sell	2,509 -113	-4%	-$4K	﹤0.01%	1094
2023 Q3	$89.7K	Buy	2,622 +146	+6%	+$5.33K	﹤0.01%	982
2023 Q2	$91.7K	Sell	2,476 -210	-8%	-$7.67K	﹤0.01%	988
2023 Q1	$97.5K	Sell	2,686 -279	-9%	-$9.89K	0.01%	926
2022 Q4	$103K	Buy	2,965 +2,677	+930%	+$89.9K	0.01%	807
2022 Q3	$9K	Hold	288	–	–	﹤0.01%	1725
2022 Q2	$10K	Buy	288 +29	+11%	+$1.02K	﹤0.01%	1633
2022 Q1	$9K	Buy	+259	New	+$9.96K	﹤0.01%	1665
2021 Q4	–	Sell	-152	Closed	-$6K	–	1114
2021 Q3	$6K	Hold	152	–	–	﹤0.01%	1564
2021 Q2	$7K	Hold	152	–	–	﹤0.01%	1485
2021 Q1	$6K	Hold	152	–	–	﹤0.01%	1435
2020 Q4	$7K	Buy	+152	New	+$6.59K	﹤0.01%	1360

Other funds holding LEMB

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

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

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

CCA

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

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

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

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

BBVA

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

SIAM

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

FSG

Financial Strategies Group Okemos, Michigan $628M AUM 15.05% 1-Year Est. Return

Global Retirement Partners's LEMB Position: Q1 2024 in Review

Global Retirement Partners sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q1 2024, closing a stake of 2,509 shares — an estimated $90.6K sold.

Global Retirement Partners first reported a position in LEMB in Q4 2020 and held it in 12 quarters. The position peaked at $103K in Q4 2022. 84 funds tracked by Wall St. Rank hold LEMB as of Q1 2024.

Global Retirement Partners reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q1 2024 after selling out during the quarter.
Global Retirement Partners sold 2,509 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2024, an estimated $90.6K.
Global Retirement Partners first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2020 and held it in 12 quarters.
Global Retirement Partners's iShares JPMorgan EM Local Currency Bond ETF position peaked at $103K in Q4 2022.
84 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2024.

Based on Global Retirement Partners's 13F filing for Q1 2024, filed 23 Apr 2024.