BFS
LEMB icon

Beacon Financial Strategies’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Beacon Financial Strategies’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
Q3 		$40.3K Hold
953
– – 0.02% 112
2026
Q2 		$40.4K Buy
+953
New +$40K 0.02% 109

Other funds holding LEMB

LAA
Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
MWML
M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Beacon Financial Strategies's LEMB Position: Q3 2026 in Review

Beacon Financial Strategies held its iShares JPMorgan EM Local Currency Bond ETF (LEMB) position steady in Q3 2026 at 953 shares worth $40.3K. The position accounts for 0.02% of the portfolio, ranked #112.

Beacon Financial Strategies first reported a position in LEMB in Q2 2026 and has held it in 2 quarters since. The position peaked at $40.4K in Q2 2026. 11 funds tracked by Wall St. Rank hold LEMB as of Q3 2026.

  • Beacon Financial Strategies held 953 shares of iShares JPMorgan EM Local Currency Bond ETF worth $40.3K as of Q3 2026.
  • Beacon Financial Strategies left its iShares JPMorgan EM Local Currency Bond ETF share count unchanged in Q3 2026.
  • iShares JPMorgan EM Local Currency Bond ETF made up 0.02% of Beacon Financial Strategies's portfolio in Q3 2026, its #112 holding.
  • Beacon Financial Strategies first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Beacon Financial Strategies's iShares JPMorgan EM Local Currency Bond ETF position peaked at $40.4K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q3 2026.

Based on Beacon Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.