U.S. Capital Wealth Advisors’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	–	Sell	-609	Closed	-$21.1K	–	1125
2022 Q4	$21.1K	Buy	+609	New	+$20.4K	﹤0.01%	1094

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

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

BBVA

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

CCA

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

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

U.S. Capital Wealth Advisors's LEMB Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q1 2023, closing a stake of 609 shares — an estimated $21.1K sold.

U.S. Capital Wealth Advisors first reported a position in LEMB in Q4 2022 and held it in 1 quarter. The position peaked at $21.1K in Q4 2022. 94 funds tracked by Wall St. Rank hold LEMB as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 609 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2023, an estimated $21.1K.
U.S. Capital Wealth Advisors first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's iShares JPMorgan EM Local Currency Bond ETF position peaked at $21.1K in Q4 2022.
94 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.