LifePlan Financial Group’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

LifePlan Financial Group’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
2019 Q2	–	Sell	-102	Closed	-$4K	–	558
2019 Q1	$4K	Hold	102	–	–	﹤0.01%	474
2018 Q4	$4K	Hold	102	–	–	﹤0.01%	460
2018 Q3	$4K	Hold	102	–	–	﹤0.01%	459
2018 Q2	$5K	Hold	102	–	–	﹤0.01%	429
2018 Q1	$5K	Buy	+102	New	+$5.09K	﹤0.01%	415
2017 Q1	–	Sell	-20,054	Closed	-$859K	–	114
2016 Q4	$859K	Sell	20,054 -28,220	-58%	-$1.23M	0.6%	50
2016 Q3	$2.21M	Sell	48,274 -55,270	-53%	-$2.51M	1.52%	29
2016 Q2	$4.65M	Buy	+103,544	New	+$4.49M	3.19%	9

Other funds holding LEMB

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return