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IVC Wealth Advisors’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

IVC Wealth Advisors’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
2022
Q1 		– Sell
-7,713
Closed -$393K – 148
2021
Q4 		$393K Buy
7,713
+1,242
+19% +$63.6K 0.25% 97
2021
Q3 		$336K Buy
6,471
+455
+8% +$23.8K 0.23% 100
2021
Q2 		$316K Buy
+6,016
New +$314K 0.22% 107

Other funds holding CEMB

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

IVC Wealth Advisors's CEMB Position: Q1 2022 in Review

IVC Wealth Advisors sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q1 2022, closing a stake of 7,713 shares — an estimated $393K sold.

IVC Wealth Advisors first reported a position in CEMB in Q2 2021 and held it in 3 quarters. The position peaked at $393K in Q4 2021. 72 funds tracked by Wall St. Rank hold CEMB as of Q1 2022.

  • IVC Wealth Advisors reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • IVC Wealth Advisors sold 7,713 iShares JPMorgan EM Corporate Bond ETF shares in Q1 2022, an estimated $393K.
  • IVC Wealth Advisors first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q2 2021 and held it in 3 quarters.
  • IVC Wealth Advisors's iShares JPMorgan EM Corporate Bond ETF position peaked at $393K in Q4 2021.
  • 72 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q1 2022.

Based on IVC Wealth Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.