Wealthcare Advisory Partners’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Wealthcare Advisory 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
2020 Q1	–	Sell	-32	Closed	-$1K	–	1549
2019 Q4	$1K	Buy	+32	New	+$1.44K	﹤0.01%	1332
2018 Q3	–	Sell	-70	Closed	-$3K	–	1272
2018 Q2	$3K	Hold	70	–	–	﹤0.01%	1077
2018 Q1	$4K	Hold	70	–	–	﹤0.01%	874
2017 Q4	$3K	Hold	70	–	–	﹤0.01%	880
2017 Q3	$3K	Buy	+70	New	+$3.36K	﹤0.01%	732

Other funds holding LEMB

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Wealthcare Advisory Partners's LEMB Position: Q1 2020 in Review

Wealthcare Advisory Partners sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q1 2020, closing a stake of 32 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in LEMB in Q3 2017 and held it in 5 quarters. The position peaked at $4K in Q1 2018. 77 funds tracked by Wall St. Rank hold LEMB as of Q1 2020.

Wealthcare Advisory Partners reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q1 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 32 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2020, an estimated $1K.
Wealthcare Advisory Partners first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2017 and held it in 5 quarters.
Wealthcare Advisory Partners's iShares JPMorgan EM Local Currency Bond ETF position peaked at $4K in Q1 2018.
77 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2020, filed 29 Apr 2020.