LWL
Leo Wealth LLC’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.35M | Buy |
205,682
+92,030
| +81% | +$4.19M | 0.73% | 27 |
|
2025
Q1 | $5.13M | Sell |
113,652
-58,601
| -34% | -$2.65M | 0.74% | 27 |
|
2024
Q4 | $7.64M | Sell |
172,253
-4,270
| -2% | -$189K | 0.69% | 26 |
|
2024
Q3 | $8.12M | Buy |
176,523
+10,197
| +6% | +$469K | 0.74% | 24 |
|
2024
Q2 | $7.34M | Buy |
166,326
+9,435
| +6% | +$417K | 0.75% | 25 |
|
2024
Q1 | $6.96M | Buy |
156,891
+11,361
| +8% | +$504K | 0.71% | 28 |
|
2023
Q4 | $6.44M | Buy |
+145,530
| New | +$6.44M | 0.67% | 28 |
|