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McGrath & Associates’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

McGrath & Associates’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
2025
Q2 		– Sell
-5,651
Closed -$255K – 42
2025
Q1 		$255K Sell
5,651
-4,440
-44% -$199K 0.47% 37
2024
Q4 		$448K Buy
+10,091
New +$455K 0.9% 29

Other funds holding CEMB

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

McGrath & Associates's CEMB Position: Q2 2025 in Review

McGrath & Associates sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q2 2025, closing a stake of 5,651 shares — an estimated $255K sold.

McGrath & Associates first reported a position in CEMB in Q4 2024 and held it in 2 quarters. The position peaked at $448K in Q4 2024. 77 funds tracked by Wall St. Rank hold CEMB as of Q2 2025.

  • McGrath & Associates reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • McGrath & Associates sold 5,651 iShares JPMorgan EM Corporate Bond ETF shares in Q2 2025, an estimated $255K.
  • McGrath & Associates first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • McGrath & Associates's iShares JPMorgan EM Corporate Bond ETF position peaked at $448K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q2 2025.

Based on McGrath & Associates's 13F filing for Q2 2025, filed 12 Aug 2025.