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New England Guild Wealth Advisors’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

New England Guild Wealth Advisors’s Portfolio LEMB Stock Details LEMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-4,295
Closed -$216K – 55
2018
Q1 		$216K Hold
4,295
– – 0.2% 51
2017
Q4 		$207K Buy
+4,295
New +$204K 0.2% 52

Other funds holding LEMB

FTIOP
Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.47B AUM 37.62% 1-Year Est. Return

New England Guild Wealth Advisors's LEMB Position: Q2 2018 in Review

New England Guild Wealth Advisors sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q2 2018, closing a stake of 4,295 shares — an estimated $216K sold.

New England Guild Wealth Advisors first reported a position in LEMB in Q4 2017 and held it in 2 quarters. The position peaked at $216K in Q1 2018. 71 funds tracked by Wall St. Rank hold LEMB as of Q2 2018.

  • New England Guild Wealth Advisors reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q2 2018 after selling out during the quarter.
  • New England Guild Wealth Advisors sold 4,295 iShares JPMorgan EM Local Currency Bond ETF shares in Q2 2018, an estimated $216K.
  • New England Guild Wealth Advisors first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2017 and held it in 2 quarters.
  • New England Guild Wealth Advisors's iShares JPMorgan EM Local Currency Bond ETF position peaked at $216K in Q1 2018.
  • 71 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2018.

Based on New England Guild Wealth Advisors's 13F filing for Q2 2018, filed 21 Aug 2019.