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

AE 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
2026 Q1	$167K	Hold	4,091	–	–	﹤0.01%	1650
2025 Q4	$170K	Buy	4,091 +3,762	+1,143%	+$157K	﹤0.01%	1554
2025 Q3	$13.6K	Buy	+329	New	+$13.4K	﹤0.01%	1958
2022 Q1	–	Sell	-9,278	Closed	-$364K	–	1759
2021 Q4	$364K	Sell	9,278 -25,392	-73%	-$1.04M	﹤0.01%	1376
2021 Q3	$1.47M	Buy	+34,670	New	+$1.5M	0.01%	749

Other funds holding LEMB

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

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

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

CCA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AE Wealth Management's LEMB Position: Q1 2026 in Review

AE Wealth Management held its iShares JPMorgan EM Local Currency Bond ETF (LEMB) position steady in Q1 2026 at 4,091 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

AE Wealth Management first reported a position in LEMB in Q3 2021 and has held it in 5 quarters since. The position peaked at $1.47M in Q3 2021. 127 funds tracked by Wall St. Rank hold LEMB as of Q1 2026.

AE Wealth Management held 4,091 shares of iShares JPMorgan EM Local Currency Bond ETF worth $167K as of Q1 2026.
AE Wealth Management left its iShares JPMorgan EM Local Currency Bond ETF share count unchanged in Q1 2026.
iShares JPMorgan EM Local Currency Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1650 holding.
AE Wealth Management first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2021 and has held it in 5 quarters since.
AE Wealth Management's iShares JPMorgan EM Local Currency Bond ETF position peaked at $1.47M in Q3 2021.
127 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.