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

Summit 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
2023 Q2	–	Sell	-16,231	Closed	-$585K	–	189
2023 Q1	$585K	Sell	16,231 -489	-3%	-$17.3K	0.15%	96
2022 Q4	$580K	Sell	16,720 -151	-0.9%	-$5.07K	0.15%	95
2022 Q3	$545K	Sell	16,871 -510	-3%	-$17.2K	0.15%	81
2022 Q2	$594K	Buy	+17,381	New	+$610K	0.16%	78

Other funds holding LEMB

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

BBVA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Summit Wealth Partners's LEMB Position: Q2 2023 in Review

Summit Wealth Partners sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q2 2023, closing a stake of 16,231 shares — an estimated $585K sold.

Summit Wealth Partners first reported a position in LEMB in Q2 2022 and held it in 4 quarters. The position peaked at $594K in Q2 2022. 98 funds tracked by Wall St. Rank hold LEMB as of Q2 2023.

Summit Wealth Partners reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q2 2023 after selling out during the quarter.
Summit Wealth Partners sold 16,231 iShares JPMorgan EM Local Currency Bond ETF shares in Q2 2023, an estimated $585K.
Summit Wealth Partners first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2022 and held it in 4 quarters.
Summit Wealth Partners's iShares JPMorgan EM Local Currency Bond ETF position peaked at $594K in Q2 2022.
98 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2023.

Based on Summit Wealth Partners's 13F filing for Q2 2023, filed 11 Sep 2024.