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 Q2	$2.88K	Sell	68 -4,023	-98%	-$169K	﹤0.01%	2527
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 $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CCA

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

AE Wealth Management's LEMB Position: Q2 2026 in Review

AE Wealth Management reduced its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 98% in Q2 2026, selling an estimated $169K and leaving 68 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2527.

AE Wealth Management first reported a position in LEMB in Q3 2021 and has held it in 6 quarters since. The position peaked at $1.47M in Q3 2021. 127 funds tracked by Wall St. Rank hold LEMB as of Q2 2026.

AE Wealth Management held 68 shares of iShares JPMorgan EM Local Currency Bond ETF worth $2.88K as of Q2 2026.
AE Wealth Management sold 4,023 iShares JPMorgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $169K.
iShares JPMorgan EM Local Currency Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2527 holding.
AE Wealth Management first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2021 and has held it in 6 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 Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.