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
2026 Q2	$225K	Buy	+4,926	New	+$225K	﹤0.01%	2261
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

AWM

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

Integrated Wealth Concepts's CEMB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q2 2026: 4,926 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #2261 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in CEMB as recently as Q1 2025.

Integrated Wealth Concepts first reported a position in CEMB in Q1 2023 and has held it in 10 quarters since. The position peaked at $413K in Q3 2023. 102 funds tracked by Wall St. Rank hold CEMB as of Q2 2026.

Integrated Wealth Concepts held 4,926 shares of iShares JPMorgan EM Corporate Bond ETF worth $225K as of Q2 2026.
iShares JPMorgan EM Corporate Bond ETF was a new Integrated Wealth Concepts position in Q2 2026.
iShares JPMorgan EM Corporate Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2261 holding.
Integrated Wealth Concepts first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q1 2023 and has held it in 10 quarters since.
Integrated Wealth Concepts's iShares JPMorgan EM Corporate Bond ETF position peaked at $413K in Q3 2023.
102 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.