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Legacy Wealth Partners (California)’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Legacy Wealth Partners (California)’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
2020
Q1 		– Sell
-31,870
Closed -$1.4M – 96
2019
Q4 		$1.4M Buy
+31,870
New +$1.43M 1.02% 23

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B
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Wells Fargo
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ST
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CCA
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Legacy Wealth Partners (California)'s LEMB Position: Q1 2020 in Review

Legacy Wealth Partners (California) sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q1 2020, closing a stake of 31,870 shares — an estimated $1.4M sold.

Legacy Wealth Partners (California) first reported a position in LEMB in Q4 2019 and held it in 1 quarter. The position peaked at $1.4M in Q4 2019. 77 funds tracked by Wall St. Rank hold LEMB as of Q1 2020.

  • Legacy Wealth Partners (California) reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 31,870 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2020, an estimated $1.4M.
  • Legacy Wealth Partners (California) first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Partners (California)'s iShares JPMorgan EM Local Currency Bond ETF position peaked at $1.4M in Q4 2019.
  • 77 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q1 2020, filed 15 May 2020.