Simplicity Solutions’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Simplicity Solutions’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	$914K	Buy	24,898 +2,373	+11%	+$84.1K	0.03%	462
2023 Q3	$785K	Buy	+22,525	New	+$822K	0.03%	475
2019 Q4	–	Sell	-6,378	Closed	-$282K	–	853
2019 Q3	$282K	Sell	6,378 -204	-3%	-$9.25K	0.01%	569
2019 Q2	$304K	Buy	+6,582	New	+$291K	0.01%	488

Other funds holding LEMB

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Simplicity Solutions's LEMB Position: Q4 2023 in Review

Simplicity Solutions increased its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 11% in Q4 2023, buying an estimated $84.1K and bringing the position to 24,898 shares worth $914K. The position accounts for 0.03% of the portfolio, ranked #462.

Simplicity Solutions first reported a position in LEMB in Q2 2019 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold LEMB as of Q4 2023.

Simplicity Solutions held 24,898 shares of iShares JPMorgan EM Local Currency Bond ETF worth $914K as of Q4 2023.
Simplicity Solutions bought 2,373 iShares JPMorgan EM Local Currency Bond ETF shares in Q4 2023, an estimated $84.1K.
iShares JPMorgan EM Local Currency Bond ETF made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #462 holding.
Simplicity Solutions first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2019 and has held it in 4 quarters since.
88 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.