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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank Julius Baer & Co

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return