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Ironwood Wealth Management (Arizona)’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Ironwood Wealth Management (Arizona)’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
2023
Q1 		– Sell
-9
Closed -$312 – 46
2022
Q4 		$312 Hold
9
– – ﹤0.01% 46
2022
Q3 		$0 Hold
9
– – ﹤0.01% 54
2022
Q2 		$0 Buy
9
+1
+13% +$35 ﹤0.01% 55
2022
Q1 		$0 Sell
8
-73
-90% -$2.81K ﹤0.01% 55
2021
Q4 		$1K Buy
81
+31
+62% +$1.27K ﹤0.01% 51
2021
Q3 		$2K Hold
50
– – ﹤0.01% 48
2021
Q2 		$2K Hold
50
– – ﹤0.01% 49
2021
Q1 		$2K Sell
50
-29
-37% -$1.28K ﹤0.01% 46
2020
Q4 		$4K Sell
79
-459
-85% -$19.9K ﹤0.01% 45
2020
Q3 		$22K Hold
538
– – 0.02% 34
2020
Q2 		$22K Buy
538
+8
+2% +$313 0.02% 34
2020
Q1 		$20K Sell
530
-1,262
-70% -$52.9K 0.02% 40
2019
Q4 		$79K Buy
1,792
+13
+0.7% +$583 0.06% 36
2019
Q3 		$79K Sell
1,779
-381
-18% -$17.3K 0.06% 38
2019
Q2 		$100K Sell
2,160
-3,877
-64% -$172K 0.08% 40
2019
Q1 		$265K Buy
6,037
+1,435
+31% +$63.9K 0.23% 31
2018
Q4 		$198K Buy
4,602
+734
+19% +$32K 0.19% 32
2018
Q3 		$167K Sell
3,868
-178
-4% -$7.78K 0.15% 29
2018
Q2 		$179K Buy
+4,046
New +$191K 0.17% 28
2017
Q3 		$280K Buy
+5,806
New +$279K 0.26% 25

Other funds holding LEMB

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s LEMB Position: Q1 2023 in Review

Ironwood Wealth Management (Arizona) sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q1 2023, closing a stake of 9 shares — an estimated $312 sold.

Ironwood Wealth Management (Arizona) first reported a position in LEMB in Q3 2017 and held it in 20 quarters. The position peaked at $280K in Q3 2017. 94 funds tracked by Wall St. Rank hold LEMB as of Q1 2023.

  • Ironwood Wealth Management (Arizona) reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Ironwood Wealth Management (Arizona) sold 9 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2023, an estimated $312.
  • Ironwood Wealth Management (Arizona) first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2017 and held it in 20 quarters.
  • Ironwood Wealth Management (Arizona)'s iShares JPMorgan EM Local Currency Bond ETF position peaked at $280K in Q3 2017.
  • 94 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2023.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q1 2023, filed 27 Apr 2023.