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

MinichMacGregor 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
2018 Q3	–	Sell	-24	Closed	-$1K	–	528
2018 Q2	$1K	Sell	24 -13	-35%	-$635	﹤0.01%	472
2018 Q1	$1K	Hold	37	–	–	﹤0.01%	453
2017 Q4	$1K	Hold	37	–	–	﹤0.01%	442
2017 Q3	$1K	Hold	37	–	–	﹤0.01%	419
2017 Q2	$1K	Hold	37	–	–	﹤0.01%	412
2017 Q1	$1K	Hold	37	–	–	﹤0.01%	402
2016 Q4	$1K	Buy	+37	New	+$1.85K	﹤0.01%	406

Other funds holding CEMB

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

SFG

StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

UIA

UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

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

MinichMacGregor Wealth Management's CEMB Position: Q3 2018 in Review

MinichMacGregor Wealth Management sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q3 2018, closing a stake of 24 shares — an estimated $1K sold.

MinichMacGregor Wealth Management first reported a position in CEMB in Q4 2016 and held it in 7 quarters. The position peaked at $1K in Q2 2018. 33 funds tracked by Wall St. Rank hold CEMB as of Q3 2018.

MinichMacGregor Wealth Management reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 24 iShares JPMorgan EM Corporate Bond ETF shares in Q3 2018, an estimated $1K.
MinichMacGregor Wealth Management first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q4 2016 and held it in 7 quarters.
MinichMacGregor Wealth Management's iShares JPMorgan EM Corporate Bond ETF position peaked at $1K in Q2 2018.
33 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q3 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2018, filed 17 Oct 2018.