Parcion Private Wealth’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Parcion Private Wealth’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
2022 Q3	–	Sell	-6,701	Closed	-$224K	–	204
2022 Q2	$224K	Buy	+6,701	New	+$235K	0.02%	201

Other funds holding LEMB

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UIA

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

SIAM

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Parcion Private Wealth's LEMB Position: Q3 2022 in Review

Parcion Private Wealth sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q3 2022, closing a stake of 6,701 shares — an estimated $224K sold.

Parcion Private Wealth first reported a position in LEMB in Q2 2022 and held it in 1 quarter. The position peaked at $224K in Q2 2022. 77 funds tracked by Wall St. Rank hold LEMB as of Q3 2022.

Parcion Private Wealth reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q3 2022 after selling out during the quarter.
Parcion Private Wealth sold 6,701 iShares JPMorgan EM Local Currency Bond ETF shares in Q3 2022, an estimated $224K.
Parcion Private Wealth first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2022 and held it in 1 quarter.
Parcion Private Wealth's iShares JPMorgan EM Local Currency Bond ETF position peaked at $224K in Q2 2022.
77 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q3 2022.

Based on Parcion Private Wealth's 13F filing for Q3 2022, filed 14 Oct 2022.