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Stratos Wealth Partners’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-764
Closed -$33K – 1753
2018
Q3 		$33K Buy
+764
New +$33.4K ﹤0.01% 1646
2018
Q2 		– Sell
-667
Closed -$34K – 1874
2018
Q1 		$34K Sell
667
-24
-3% -$1.2K ﹤0.01% 1781
2017
Q4 		$33K Buy
+691
New +$32.8K ﹤0.01% 1715

Other funds holding LEMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Stratos Wealth Partners's LEMB Position: Q4 2018 in Review

Stratos Wealth Partners sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q4 2018, closing a stake of 764 shares — an estimated $33K sold.

Stratos Wealth Partners first reported a position in LEMB in Q4 2017 and held it in 3 quarters. The position peaked at $34K in Q1 2018. 69 funds tracked by Wall St. Rank hold LEMB as of Q4 2018.

  • Stratos Wealth Partners reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 764 iShares JPMorgan EM Local Currency Bond ETF shares in Q4 2018, an estimated $33K.
  • Stratos Wealth Partners first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's iShares JPMorgan EM Local Currency Bond ETF position peaked at $34K in Q1 2018.
  • 69 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.