Merriman Wealth Management’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

Merriman Wealth Management’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
2022 Q4	–	Sell	-25,567	Closed	-$1.06M	–	210
2022 Q3	$1.06M	Sell	25,567 -1,009	-4%	-$43.3K	0.07%	58
2022 Q2	$1.14M	Buy	+26,576	New	+$1.18M	0.08%	58

Other funds holding CEMB

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

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Merriman Wealth Management's CEMB Position: Q4 2022 in Review

Merriman Wealth Management sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q4 2022, closing a stake of 25,567 shares — an estimated $1.06M sold.

Merriman Wealth Management first reported a position in CEMB in Q2 2022 and held it in 2 quarters. The position peaked at $1.14M in Q2 2022. 58 funds tracked by Wall St. Rank hold CEMB as of Q4 2022.

Merriman Wealth Management reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Merriman Wealth Management sold 25,567 iShares JPMorgan EM Corporate Bond ETF shares in Q4 2022, an estimated $1.06M.
Merriman Wealth Management first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
Merriman Wealth Management's iShares JPMorgan EM Corporate Bond ETF position peaked at $1.14M in Q2 2022.
58 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q4 2022.

Based on Merriman Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.