Spire Wealth Management’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

Spire Wealth Management’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
2023 Q1	–	Sell	-101	Closed	-$4K	–	2491
2022 Q4	$4K	Hold	101	–	–	﹤0.01%	1872
2022 Q3	$4K	Hold	101	–	–	﹤0.01%	1777
2022 Q2	$4K	Hold	101	–	–	﹤0.01%	2174
2022 Q1	$5K	Hold	101	–	–	﹤0.01%	2222
2021 Q4	$5K	Hold	101	–	–	﹤0.01%	2547
2021 Q3	$5K	Hold	101	–	–	﹤0.01%	2267
2021 Q2	$5K	Hold	101	–	–	﹤0.01%	2301
2021 Q1	$5K	Buy	+101	New	+$5.31K	﹤0.01%	2614

Other funds holding CEMB

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

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

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

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AFA

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

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

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

Leo Brokerage Hurst, Texas $876M AUM

Spire Wealth Management's CEMB Position: Q1 2023 in Review

Spire Wealth Management sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q1 2023, closing a stake of 101 shares — an estimated $4K sold.

Spire Wealth Management first reported a position in CEMB in Q1 2021 and held it in 8 quarters. The position peaked at $5K in Q1 2022. 61 funds tracked by Wall St. Rank hold CEMB as of Q1 2023.

Spire Wealth Management reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 101 iShares JPMorgan EM Corporate Bond ETF shares in Q1 2023, an estimated $4K.
Spire Wealth Management first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q1 2021 and held it in 8 quarters.
Spire Wealth Management's iShares JPMorgan EM Corporate Bond ETF position peaked at $5K in Q1 2022.
61 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.