RFA
LEMB icon

Resurgent Financial Advisors’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Resurgent Financial 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
2023
Q4 		– Sell
-877
Closed -$30.5K – 518
2023
Q3 		$30.5K Buy
+877
New +$32K 0.02% 408

Other funds holding LEMB

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Schroder Investment Management Group
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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Resurgent Financial Advisors's LEMB Position: Q4 2023 in Review

Resurgent Financial Advisors sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q4 2023, closing a stake of 877 shares — an estimated $30.5K sold.

Resurgent Financial Advisors first reported a position in LEMB in Q3 2023 and held it in 1 quarter. The position peaked at $30.5K in Q3 2023. 88 funds tracked by Wall St. Rank hold LEMB as of Q4 2023.

  • Resurgent Financial Advisors reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 877 iShares JPMorgan EM Local Currency Bond ETF shares in Q4 2023, an estimated $30.5K.
  • Resurgent Financial Advisors first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2023 and held it in 1 quarter.
  • Resurgent Financial Advisors's iShares JPMorgan EM Local Currency Bond ETF position peaked at $30.5K in Q3 2023.
  • 88 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q4 2023.

Based on Resurgent Financial Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.