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Harbor Advisory Corp’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Harbor Advisory Corp’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
Q4 		– Sell
-24,575
Closed -$856K – 89
2023
Q3 		$856K Sell
24,575
-1,100
-4% -$40.2K 0.31% 64
2023
Q2 		$950K Hold
25,675
– – 0.34% 59
2023
Q1 		$926K Sell
25,675
-4,395
-15% -$156K 0.35% 59
2022
Q4 		$1.04M Buy
30,070
+9,445
+46% +$317K 0.43% 56
2022
Q3 		$666K Buy
20,625
+7,730
+60% +$260K 0.31% 54
2022
Q2 		$441K Buy
+12,895
New +$453K 0.19% 63

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CCA
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BBVA
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PNAA
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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return