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

Squar Milner 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
2020 Q2	–	Sell	-20	Closed	–	–	483
2020 Q1	$0	Hold	20	–	–	﹤0.01%	829
2019 Q4	$0	Buy	+20	New	+$897	﹤0.01%	846
2019 Q3	–	Sell	-20	Closed	-$1K	–	490
2019 Q2	$1K	Sell	20 -35	-64%	-$1.55K	﹤0.01%	776
2019 Q1	$2K	Buy	+55	New	+$2.45K	﹤0.01%	776

Other funds holding LEMB

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

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

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Squar Milner Financial Services's LEMB Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q2 2020, closing a stake of 20 shares.

Squar Milner Financial Services first reported a position in LEMB in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q1 2019. 73 funds tracked by Wall St. Rank hold LEMB as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 20 iShares JPMorgan EM Local Currency Bond ETF shares in Q2 2020.
Squar Milner Financial Services first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q1 2019 and held it in 4 quarters.
Squar Milner Financial Services's iShares JPMorgan EM Local Currency Bond ETF position peaked at $2K in Q1 2019.
73 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.