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Money Concepts Capital’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-601
Closed -$25.7K – 860
2022
Q4 		$25.7K Buy
+601
New +$25.1K ﹤0.01% 1548
2022
Q2 		– Sell
-601
Closed -$28K – 1624
2022
Q1 		$28K Buy
+601
New +$29K ﹤0.01% 1458

Other funds holding CEMB

CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Bank Julius Baer & Co
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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM

Money Concepts Capital's CEMB Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q1 2023, closing a stake of 601 shares — an estimated $25.7K sold.

Money Concepts Capital first reported a position in CEMB in Q1 2022 and held it in 2 quarters. The position peaked at $28K in Q1 2022. 61 funds tracked by Wall St. Rank hold CEMB as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 601 iShares JPMorgan EM Corporate Bond ETF shares in Q1 2023, an estimated $25.7K.
  • Money Concepts Capital first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's iShares JPMorgan EM Corporate Bond ETF position peaked at $28K in Q1 2022.
  • 61 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.