Betterment LLC’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Betterment LLC’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	$957K	Buy	+22,550	New	+$947K	﹤0.01%	356
2020 Q1	–	Sell	-14,066	Closed	-$617K	–	115
2019 Q4	$617K	Sell	14,066 -126,703	-90%	-$5.68M	﹤0.01%	88
2019 Q3	$6.51M	Hold	140,769	–	–	0.04%	43
2019 Q2	$6.51M	Sell	140,769 -36,688	-21%	-$1.62M	0.04%	43
2019 Q1	$7.78M	Buy	177,457 +11,642	+7%	+$519K	0.05%	40
2018 Q4	$7.14M	Buy	165,815 +32,834	+25%	+$1.43M	0.05%	37
2018 Q3	$5.73M	Buy	132,981 +25,988	+24%	+$1.14M	0.04%	36
2018 Q2	$4.75M	Buy	106,993 +14,744	+16%	+$695K	0.03%	40
2018 Q1	$4.49M	Buy	92,249 +38,574	+72%	+$1.92M	0.03%	39
2017 Q4	$2.59M	Buy	53,675 +30,260	+129%	+$1.44M	0.02%	39
2017 Q3	$1.13M	Buy	23,415 +17,082	+270%	+$820K	0.01%	49
2017 Q2	$295K	Buy	+6,333	New	+$292K	﹤0.01%	66

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

Betterment LLC's LEMB Position: Q2 2026 in Review

Betterment LLC opened a new position in iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q2 2026: 22,550 shares worth $957K. The stake represents ﹤0.01% of the portfolio and ranks #356 among its holdings. This is a return to the name: Betterment LLC previously reported a position in LEMB as recently as Q4 2019.

Betterment LLC first reported a position in LEMB in Q2 2017 and has held it in 12 quarters since. The position peaked at $7.78M in Q1 2019. 127 funds tracked by Wall St. Rank hold LEMB as of Q2 2026.

Betterment LLC held 22,550 shares of iShares JPMorgan EM Local Currency Bond ETF worth $957K as of Q2 2026.
iShares JPMorgan EM Local Currency Bond ETF was a new Betterment LLC position in Q2 2026.
iShares JPMorgan EM Local Currency Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #356 holding.
Betterment LLC first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2017 and has held it in 12 quarters since.
Betterment LLC's iShares JPMorgan EM Local Currency Bond ETF position peaked at $7.78M in Q1 2019.
127 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.