Sterling Financial Planning’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Sterling Financial Planning’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
2021 Q4	–	Sell	-3,294	Closed	-$140K	–	263
2021 Q3	$140K	Hold	3,294	–	–	0.09%	106
2021 Q2	$144K	Hold	3,294	–	–	0.09%	100
2021 Q1	$140K	Sell	3,294 -933	-22%	-$41.3K	0.1%	95
2020 Q4	$191K	Buy	+4,227	New	+$183K	0.15%	73

Other funds holding LEMB

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Bank of New York Mellon

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Checchi Capital Advisers Beverly Hills, California $1.46B AUM 19.17% 1-Year Est. Return

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

UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

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

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