Telemus Capital’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Telemus Capital’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
2022 Q2	–	Sell	-6,680	Closed	-$247K	–	366
2022 Q1	$247K	Hold	6,680	–	–	0.02%	302
2021 Q4	$262K	Buy	6,680 +1,000	+18%	+$41.1K	0.02%	321
2021 Q3	$241K	Buy	+5,680	New	+$245K	0.02%	310

Other funds holding LEMB

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

BBVA

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

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

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

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

CCA

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

UIA

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

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

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

SIAM

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

Telemus Capital's LEMB Position: Q2 2022 in Review

Telemus Capital sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q2 2022, closing a stake of 6,680 shares — an estimated $247K sold.

Telemus Capital first reported a position in LEMB in Q3 2021 and held it in 3 quarters. The position peaked at $262K in Q4 2021. 83 funds tracked by Wall St. Rank hold LEMB as of Q2 2022.

Telemus Capital reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q2 2022 after selling out during the quarter.
Telemus Capital sold 6,680 iShares JPMorgan EM Local Currency Bond ETF shares in Q2 2022, an estimated $247K.
Telemus Capital first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2021 and held it in 3 quarters.
Telemus Capital's iShares JPMorgan EM Local Currency Bond ETF position peaked at $262K in Q4 2021.
83 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2022.

Based on Telemus Capital's 13F filing for Q2 2022, filed 3 Aug 2022.