Ironwood Financial’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Ironwood Financial’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
2015 Q3	$607K	Buy	15,302 +5,331	+53%	+$221K	0.3%	43
2015 Q2	$436K	Buy	9,971 +2,371	+31%	+$106K	0.21%	48
2015 Q1	$334K	Buy	7,600 +1,137	+18%	+$51.2K	0.16%	56
2014 Q4	$300K	Buy	+6,463	New	+$307K	0.17%	58

Other funds holding LEMB

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

BCM

Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return

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

Ironwood Financial's LEMB Position: Q3 2015 in Review

Ironwood Financial increased its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 53% in Q3 2015, buying an estimated $221K and bringing the position to 15,302 shares worth $607K. The position accounts for 0.3% of the portfolio, ranked #43.

Ironwood Financial first reported a position in LEMB in Q4 2014 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold LEMB as of Q3 2015.

Ironwood Financial held 15,302 shares of iShares JPMorgan EM Local Currency Bond ETF worth $607K as of Q3 2015.
Ironwood Financial bought 5,331 iShares JPMorgan EM Local Currency Bond ETF shares in Q3 2015, an estimated $221K.
iShares JPMorgan EM Local Currency Bond ETF made up 0.3% of Ironwood Financial's portfolio in Q3 2015, its #43 holding.
Ironwood Financial first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2014 and has held it in 4 quarters since.
44 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q3 2015.

Based on Ironwood Financial's 13F filing for Q3 2015, filed 9 Nov 2015.