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Heritage Wealth Management (Arizona)’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$101K Buy
2,366
+1,034
+78% +$43.1K 0.01% 411
2022
Q3 		$55K Sell
1,332
-122
-8% -$5.24K 0.02% 390
2022
Q2 		$62.3K Sell
1,454
-1,118
-43% -$49.8K 0.02% 381
2022
Q1 		$119K Buy
+2,572
New +$124K 0.03% 346

Other funds holding CEMB

CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CEMB Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares JPMorgan EM Corporate Bond ETF (CEMB) stake by 78% in Q4 2022, buying an estimated $43.1K and bringing the position to 2,366 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #411.

Heritage Wealth Management (Arizona) first reported a position in CEMB in Q1 2022 and has held it in 4 quarters since. The position peaked at $119K in Q1 2022. 58 funds tracked by Wall St. Rank hold CEMB as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 2,366 shares of iShares JPMorgan EM Corporate Bond ETF worth $101K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,034 iShares JPMorgan EM Corporate Bond ETF shares in Q4 2022, an estimated $43.1K.
  • iShares JPMorgan EM Corporate Bond ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #411 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q1 2022 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s iShares JPMorgan EM Corporate Bond ETF position peaked at $119K in Q1 2022.
  • 58 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.