Howard Wealth Management’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

Howard Wealth Management’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	–	Sell	-5,883	Closed	-$243K	–	113
2022 Q3	$243K	Buy	+5,883	New	+$253K	0.17%	103
2022 Q2	–	Sell	-9,753	Closed	-$452K	–	71
2022 Q1	$452K	Buy	9,753 +660	+7%	+$31.9K	0.25%	81
2021 Q4	$463K	Buy	+9,093	New	+$466K	0.24%	86
2020 Q1	–	Sell	-50	Closed	-$2K	–	159
2019 Q4	$2K	Buy	+50	New	+$2.57K	﹤0.01%	460

Other funds holding CEMB

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Howard Wealth Management's CEMB Position: Q4 2022 in Review

Howard Wealth Management sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q4 2022, closing a stake of 5,883 shares — an estimated $243K sold.

Howard Wealth Management first reported a position in CEMB in Q4 2019 and held it in 4 quarters. The position peaked at $463K in Q4 2021. 58 funds tracked by Wall St. Rank hold CEMB as of Q4 2022.

Howard Wealth Management reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Howard Wealth Management sold 5,883 iShares JPMorgan EM Corporate Bond ETF shares in Q4 2022, an estimated $243K.
Howard Wealth Management first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
Howard Wealth Management's iShares JPMorgan EM Corporate Bond ETF position peaked at $463K in Q4 2021.
58 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q4 2022.

Based on Howard Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.