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Wealthspire Advisors (New York)’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-88
Closed -$4.07K – 1339
2025
Q3 		$4.07K Buy
+88
New +$4.02K ﹤0.01% 2402

Other funds holding CEMB

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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 $38.6B AUM 35.31% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Wealthspire Advisors (New York)'s CEMB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q4 2025, closing a stake of 88 shares — an estimated $4.07K sold.

Wealthspire Advisors (New York) first reported a position in CEMB in Q3 2025 and held it in 1 quarter. The position peaked at $4.07K in Q3 2025. 81 funds tracked by Wall St. Rank hold CEMB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 88 iShares JPMorgan EM Corporate Bond ETF shares in Q4 2025, an estimated $4.07K.
  • Wealthspire Advisors (New York) first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares JPMorgan EM Corporate Bond ETF position peaked at $4.07K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.