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	–	557
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 $550B AUM 43.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

VIP

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LifePlan Financial Group's LEMB Position: Q2 2019 in Review

LifePlan Financial Group sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q2 2019, closing a stake of 102 shares — an estimated $4K sold.

LifePlan Financial Group first reported a position in LEMB in Q2 2016 and held it in 8 quarters. The position peaked at $4.65M in Q2 2016. 76 funds tracked by Wall St. Rank hold LEMB as of Q2 2019.

LifePlan Financial Group reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q2 2019 after selling out during the quarter.
LifePlan Financial Group sold 102 iShares JPMorgan EM Local Currency Bond ETF shares in Q2 2019, an estimated $4K.
LifePlan Financial Group first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2016 and held it in 8 quarters.
LifePlan Financial Group's iShares JPMorgan EM Local Currency Bond ETF position peaked at $4.65M in Q2 2016.
76 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2019.

Based on LifePlan Financial Group's 13F filing for Q2 2019, filed 15 Jul 2019.