Upper Left Wealth Management’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Upper Left Wealth Management’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
2024 Q1	–	Sell	-5,997	Closed	-$220K	–	63
2023 Q4	$220K	Sell	5,997 -1,261	-17%	-$44.7K	0.22%	61
2023 Q3	$253K	Buy	7,258 +1,757	+32%	+$64.1K	0.26%	55
2023 Q2	$204K	Buy	+5,501	New	+$201K	0.23%	55
2022 Q1	–	Sell	-5,231	Closed	-$205K	–	55
2021 Q4	$205K	Buy	+5,231	New	+$215K	0.2%	50

Other funds holding LEMB

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

SIAM

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

FSG

Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return

Upper Left Wealth Management's LEMB Position: Q1 2024 in Review

Upper Left Wealth Management sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q1 2024, closing a stake of 5,997 shares — an estimated $220K sold.

Upper Left Wealth Management first reported a position in LEMB in Q4 2021 and held it in 4 quarters. The position peaked at $253K in Q3 2023. 84 funds tracked by Wall St. Rank hold LEMB as of Q1 2024.

Upper Left Wealth Management reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q1 2024 after selling out during the quarter.
Upper Left Wealth Management sold 5,997 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2024, an estimated $220K.
Upper Left Wealth Management first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2021 and held it in 4 quarters.
Upper Left Wealth Management's iShares JPMorgan EM Local Currency Bond ETF position peaked at $253K in Q3 2023.
84 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2024.

Based on Upper Left Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.