ShoreHaven Wealth Partners’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

ShoreHaven Wealth Partners’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
2022 Q2	–	Sell	-30,614	Closed	-$1.42M	–	72
2022 Q1	$1.42M	Sell	30,614 -26,078	-46%	-$1.26M	0.75%	34
2021 Q4	$2.89M	Buy	56,692 +443	+0.8%	+$22.7K	1.43%	21
2021 Q3	$2.92M	Buy	56,249 +9,768	+21%	+$512K	1.52%	21
2021 Q2	$2.44M	Buy	46,481 +19,366	+71%	+$1.01M	1.31%	21
2021 Q1	$1.41M	Buy	+27,115	New	+$1.42M	0.76%	32

Other funds holding CEMB

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

ShoreHaven Wealth Partners's CEMB Position: Q2 2022 in Review

ShoreHaven Wealth Partners sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q2 2022, closing a stake of 30,614 shares — an estimated $1.42M sold.

ShoreHaven Wealth Partners first reported a position in CEMB in Q1 2021 and held it in 5 quarters. The position peaked at $2.92M in Q3 2021. 62 funds tracked by Wall St. Rank hold CEMB as of Q2 2022.

ShoreHaven Wealth Partners reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
ShoreHaven Wealth Partners sold 30,614 iShares JPMorgan EM Corporate Bond ETF shares in Q2 2022, an estimated $1.42M.
ShoreHaven Wealth Partners first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q1 2021 and held it in 5 quarters.
ShoreHaven Wealth Partners's iShares JPMorgan EM Corporate Bond ETF position peaked at $2.92M in Q3 2021.
62 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q2 2022.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2022, filed 1 Aug 2022.