Baird Financial Group’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Baird Financial Group’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 Q4	–	Sell	-8,003	Closed	-$308K	–	1788
2024 Q3	$308K	Buy	8,003 +606	+8%	+$22.5K	﹤0.01%	1533
2024 Q2	$264K	Sell	7,397 -722	-9%	-$25.9K	﹤0.01%	1596
2024 Q1	$293K	Buy	8,119 +1,217	+18%	+$44K	﹤0.01%	1559
2023 Q4	$253K	Sell	6,902 -3,540	-34%	-$125K	﹤0.01%	1568
2023 Q3	$364K	Buy	+10,442	New	+$381K	﹤0.01%	1450
2018 Q2	–	Sell	-9,008	Closed	-$454K	–	1304
2018 Q1	$454K	Buy	+9,008	New	+$449K	﹤0.01%	1036

Other funds holding LEMB

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

Jane Street New York $1.21T AUM 78.12% 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 $628M AUM 15.05% 1-Year Est. Return

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

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

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return

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

Baird Financial Group's LEMB Position: Q4 2024 in Review

Baird Financial Group sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q4 2024, closing a stake of 8,003 shares — an estimated $308K sold.

Baird Financial Group first reported a position in LEMB in Q1 2018 and held it in 6 quarters. The position peaked at $454K in Q1 2018. 80 funds tracked by Wall St. Rank hold LEMB as of Q4 2024.

Baird Financial Group reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q4 2024 after selling out during the quarter.
Baird Financial Group sold 8,003 iShares JPMorgan EM Local Currency Bond ETF shares in Q4 2024, an estimated $308K.
Baird Financial Group first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q1 2018 and held it in 6 quarters.
Baird Financial Group's iShares JPMorgan EM Local Currency Bond ETF position peaked at $454K in Q1 2018.
80 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q4 2024.

Based on Baird Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.