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Tompkins Financial’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

Tompkins Financial’s Portfolio CEMB Stock Details CEMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-45
Closed -$1.99K – 641
2023
Q4 		$1.99K Buy
+45
New +$1.91K ﹤0.01% 590

Other funds holding CEMB

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Tompkins Financial's CEMB Position: Q1 2024 in Review

Tompkins Financial sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q1 2024, closing a stake of 45 shares — an estimated $1.99K sold.

Tompkins Financial first reported a position in CEMB in Q4 2023 and held it in 1 quarter. The position peaked at $1.99K in Q4 2023. 70 funds tracked by Wall St. Rank hold CEMB as of Q1 2024.

  • Tompkins Financial reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Tompkins Financial sold 45 iShares JPMorgan EM Corporate Bond ETF shares in Q1 2024, an estimated $1.99K.
  • Tompkins Financial first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Tompkins Financial's iShares JPMorgan EM Corporate Bond ETF position peaked at $1.99K in Q4 2023.
  • 70 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q1 2024.

Based on Tompkins Financial's 13F filing for Q1 2024, filed 8 Apr 2024.