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

Bogart Wealth 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	$11.4K	Hold	269	–	–	﹤0.01%	964
2026 Q1	$11K	Hold	269	–	–	﹤0.01%	884
2025 Q4	$11.2K	Hold	269	–	–	﹤0.01%	842
2025 Q3	$11.1K	Hold	269	–	–	﹤0.01%	810
2025 Q2	$10.9K	Hold	269	–	–	﹤0.01%	781
2025 Q1	$10.1K	Hold	269	–	–	﹤0.01%	753
2024 Q4	$9.71K	Hold	269	–	–	﹤0.01%	748
2024 Q3	$10.3K	Sell	269 -10	-4%	-$371	﹤0.01%	693
2024 Q2	$9.94K	Hold	279	–	–	﹤0.01%	674
2024 Q1	$10.1K	Hold	279	–	–	﹤0.01%	648
2023 Q4	$10.2K	Hold	279	–	–	﹤0.01%	619
2023 Q3	$9.72K	Hold	279	–	–	﹤0.01%	596
2023 Q2	$10.3K	Hold	279	–	–	﹤0.01%	576
2023 Q1	$10.1K	Hold	279	–	–	﹤0.01%	592
2022 Q4	$9.68K	Hold	279	–	–	﹤0.01%	553
2022 Q3	$9K	Hold	279	–	–	﹤0.01%	569
2022 Q2	$10K	Hold	279	–	–	﹤0.01%	538
2022 Q1	$10K	Hold	279	–	–	﹤0.01%	498
2021 Q4	$11K	Hold	279	–	–	﹤0.01%	469
2021 Q3	$12K	Hold	279	–	–	﹤0.01%	436
2021 Q2	$12K	Hold	279	–	–	﹤0.01%	421
2021 Q1	$12K	Hold	279	–	–	﹤0.01%	391
2020 Q4	$12K	Hold	279	–	–	﹤0.01%	302
2020 Q3	$11K	Hold	279	–	–	﹤0.01%	293
2020 Q2	$11K	Hold	279	–	–	﹤0.01%	279
2020 Q1	$10K	Hold	279	–	–	﹤0.01%	265
2019 Q4	$12K	Hold	279	–	–	﹤0.01%	268
2019 Q3	$12K	Hold	279	–	–	0.01%	244
2019 Q2	$12K	Hold	279	–	–	0.01%	229
2019 Q1	$12K	Hold	279	–	–	0.01%	231
2018 Q4	$12K	Hold	279	–	–	0.01%	227
2018 Q3	$12K	Hold	279	–	–	0.01%	219
2018 Q2	$12K	Sell	279 -225	-45%	-$10.6K	0.01%	229
2018 Q1	$25K	Hold	504	–	–	0.01%	183
2017 Q4	$24K	Hold	504	–	–	0.02%	185
2017 Q3	$24K	Buy	+504	New	+$24.2K	0.02%	180

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

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 22.9% 1-Year Est. Return

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

Bogart Wealth LLC's LEMB Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares JPMorgan EM Local Currency Bond ETF (LEMB) position steady in Q2 2026 at 269 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Bogart Wealth LLC first reported a position in LEMB in Q3 2017 and has held it in 36 quarters since. The position peaked at $25K in Q1 2018. 127 funds tracked by Wall St. Rank hold LEMB as of Q2 2026.

Bogart Wealth LLC held 269 shares of iShares JPMorgan EM Local Currency Bond ETF worth $11.4K as of Q2 2026.
Bogart Wealth LLC left its iShares JPMorgan EM Local Currency Bond ETF share count unchanged in Q2 2026.
iShares JPMorgan EM Local Currency Bond ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #964 holding.
Bogart Wealth LLC first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2017 and has held it in 36 quarters since.
Bogart Wealth LLC's iShares JPMorgan EM Local Currency Bond ETF position peaked at $25K in Q1 2018.
127 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.