Sowell Financial Services’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Sowell Financial Services’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
2024 Q1	–	Sell	-10,206	Closed	-$375K	–	568
2023 Q4	$375K	Sell	10,206 -16,360	-62%	-$580K	0.02%	467
2023 Q3	$925K	Sell	26,566 -17,357	-40%	-$634K	0.06%	317
2023 Q2	$1.63M	Buy	+43,923	New	+$1.6M	0.09%	252

Other funds holding LEMB

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

SIAM

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

FSG

Financial Strategies Group Okemos, Michigan $628M AUM 15.05% 1-Year Est. Return

Sowell Financial Services's LEMB Position: Q1 2024 in Review

Sowell Financial Services sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q1 2024, closing a stake of 10,206 shares — an estimated $375K sold.

Sowell Financial Services first reported a position in LEMB in Q2 2023 and held it in 3 quarters. The position peaked at $1.63M in Q2 2023. 84 funds tracked by Wall St. Rank hold LEMB as of Q1 2024.

Sowell Financial Services reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q1 2024 after selling out during the quarter.
Sowell Financial Services sold 10,206 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2024, an estimated $375K.
Sowell Financial Services first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2023 and held it in 3 quarters.
Sowell Financial Services's iShares JPMorgan EM Local Currency Bond ETF position peaked at $1.63M in Q2 2023.
84 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2024.

Based on Sowell Financial Services's 13F filing for Q1 2024, filed 3 May 2024.