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LeJeune Puetz Investment Counsel’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

LeJeune Puetz Investment Counsel’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
2023
Q1 		$1.82M Buy
41,825
+2,900
+7% +$126K 0.65% 52
2022
Q4 		$1.66M Buy
+38,925
New +$1.62M 0.62% 57

Other funds holding CEMB

CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM

LeJeune Puetz Investment Counsel's CEMB Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel increased its iShares JPMorgan EM Corporate Bond ETF (CEMB) stake by 7.5% in Q1 2023, buying an estimated $126K and bringing the position to 41,825 shares worth $1.82M. The position accounts for 0.65% of the portfolio, ranked #52.

LeJeune Puetz Investment Counsel first reported a position in CEMB in Q4 2022 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold CEMB as of Q1 2023.

  • LeJeune Puetz Investment Counsel held 41,825 shares of iShares JPMorgan EM Corporate Bond ETF worth $1.82M as of Q1 2023.
  • LeJeune Puetz Investment Counsel bought 2,900 iShares JPMorgan EM Corporate Bond ETF shares in Q1 2023, an estimated $126K.
  • iShares JPMorgan EM Corporate Bond ETF made up 0.65% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #52 holding.
  • LeJeune Puetz Investment Counsel first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q4 2022 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.