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

Provence Wealth Management Group’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
Q4 		$5.18K Hold
117
– – ﹤0.01% 356
2023
Q3 		$4.96K Buy
+117
New +$5.02K ﹤0.01% 357

Other funds holding CEMB

B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Provence Wealth Management Group's CEMB Position: Q4 2023 in Review

Provence Wealth Management Group held its iShares JPMorgan EM Corporate Bond ETF (CEMB) position steady in Q4 2023 at 117 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Provence Wealth Management Group first reported a position in CEMB in Q3 2023 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold CEMB as of Q4 2023.

  • Provence Wealth Management Group held 117 shares of iShares JPMorgan EM Corporate Bond ETF worth $5.18K as of Q4 2023.
  • Provence Wealth Management Group left its iShares JPMorgan EM Corporate Bond ETF share count unchanged in Q4 2023.
  • iShares JPMorgan EM Corporate Bond ETF made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #356 holding.
  • Provence Wealth Management Group first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q3 2023 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.