Meitav Investment House’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

Meitav Investment House’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 Q3	–	Sell	-1,326	Closed	-$57.5K	–	364
2023 Q2	$57.5K	Buy	+1,326	New	+$57.5K	﹤0.01%	425
2022 Q2	–	Sell	-4,916	Closed	-$227K	–	345
2022 Q1	$227K	Sell	4,916 -286	-5%	-$13.8K	﹤0.01%	362
2021 Q4	$264K	Hold	5,202	–	–	﹤0.01%	355
2021 Q3	$269K	Buy	5,202 +225	+5%	+$11.8K	﹤0.01%	356
2021 Q2	$260K	Buy	+4,977	New	+$260K	0.01%	368

Other funds holding CEMB

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AFA

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Meitav Investment House's CEMB Position: Q3 2023 in Review

Meitav Investment House sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q3 2023, closing a stake of 1,326 shares — an estimated $57.5K sold.

Meitav Investment House first reported a position in CEMB in Q2 2021 and held it in 5 quarters. The position peaked at $269K in Q3 2021. 66 funds tracked by Wall St. Rank hold CEMB as of Q3 2023.

Meitav Investment House reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Meitav Investment House sold 1,326 iShares JPMorgan EM Corporate Bond ETF shares in Q3 2023, an estimated $57.5K.
Meitav Investment House first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q2 2021 and held it in 5 quarters.
Meitav Investment House's iShares JPMorgan EM Corporate Bond ETF position peaked at $269K in Q3 2021.
66 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.