Integrated Wealth Concepts’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

Integrated Wealth Concepts’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
2025 Q2	–	Sell	-4,840	Closed	-$219K	–	1910
2025 Q1	$219K	Buy	4,840 +11	+0.2%	+$494	﹤0.01%	1577
2024 Q4	$214K	Buy	4,829 +23	+0.5%	+$1.04K	﹤0.01%	1566
2024 Q3	$221K	Buy	4,806 +16	+0.3%	+$722	﹤0.01%	1517
2024 Q2	$212K	Sell	4,790 -3,387	-41%	-$149K	﹤0.01%	1492
2024 Q1	$364K	Sell	8,177 -570	-7%	-$25.2K	0.01%	1214
2023 Q4	$386K	Sell	8,747 -1,008	-10%	-$42.9K	0.01%	1117
2023 Q3	$413K	Buy	9,755 +1,763	+22%	+$75.6K	0.01%	1063
2023 Q2	$347K	Buy	7,992 +2,844	+55%	+$123K	0.01%	1157
2023 Q1	$224K	Buy	+5,148	New	+$224K	﹤0.01%	1182

Other funds holding CEMB

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Integrated Wealth Concepts's CEMB Position: Q2 2025 in Review

Integrated Wealth Concepts sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q2 2025, closing a stake of 4,840 shares — an estimated $219K sold.

Integrated Wealth Concepts first reported a position in CEMB in Q1 2023 and held it in 9 quarters. The position peaked at $413K in Q3 2023. 77 funds tracked by Wall St. Rank hold CEMB as of Q2 2025.

Integrated Wealth Concepts reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Integrated Wealth Concepts sold 4,840 iShares JPMorgan EM Corporate Bond ETF shares in Q2 2025, an estimated $219K.
Integrated Wealth Concepts first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q1 2023 and held it in 9 quarters.
Integrated Wealth Concepts's iShares JPMorgan EM Corporate Bond ETF position peaked at $413K in Q3 2023.
77 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q2 2025.

Based on Integrated Wealth Concepts's 13F filing for Q2 2025, filed 14 Aug 2025.