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	–	262
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 $9.05B AUM 13.04% 1-Year Est. Return

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

UIA

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

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

SIAM

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

Sterling Financial Planning's LEMB Position: Q4 2021 in Review

Sterling Financial Planning sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q4 2021, closing a stake of 3,294 shares — an estimated $140K sold.

Sterling Financial Planning first reported a position in LEMB in Q4 2020 and held it in 4 quarters. The position peaked at $191K in Q4 2020. 82 funds tracked by Wall St. Rank hold LEMB as of Q4 2021.

Sterling Financial Planning reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 3,294 iShares JPMorgan EM Local Currency Bond ETF shares in Q4 2021, an estimated $140K.
Sterling Financial Planning first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's iShares JPMorgan EM Local Currency Bond ETF position peaked at $191K in Q4 2020.
82 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.