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Integrated Wealth Concepts’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Integrated Wealth Concepts’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
2021
Q1 		– Sell
-617,224
Closed -$27.9M – 752
2020
Q4 		$27.9M Buy
+617,224
New +$26.8M 1.32% 15

Other funds holding LEMB

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Integrated Wealth Concepts's LEMB Position: Q1 2021 in Review

Integrated Wealth Concepts sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q1 2021, closing a stake of 617,224 shares — an estimated $27.9M sold.

Integrated Wealth Concepts first reported a position in LEMB in Q4 2020 and held it in 1 quarter. The position peaked at $27.9M in Q4 2020. 83 funds tracked by Wall St. Rank hold LEMB as of Q1 2021.

  • Integrated Wealth Concepts reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Integrated Wealth Concepts sold 617,224 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2021, an estimated $27.9M.
  • Integrated Wealth Concepts first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2020 and held it in 1 quarter.
  • Integrated Wealth Concepts's iShares JPMorgan EM Local Currency Bond ETF position peaked at $27.9M in Q4 2020.
  • 83 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2021.

Based on Integrated Wealth Concepts's 13F filing for Q1 2021, filed 13 May 2021.