Bulltick Wealth Management’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Bulltick 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
2025 Q2	–	Sell	-32,495	Closed	-$1.22M	–	132
2025 Q1	$1.22M	Buy	32,495 +880	+3%	+$32.6K	0.32%	63
2024 Q4	$1.14M	Buy	31,615 +766	+2%	+$28.3K	0.27%	67
2024 Q3	$1.19M	Hold	30,849	–	–	0.29%	65
2024 Q2	$1.1M	Sell	30,849 -16,813	-35%	-$603K	0.31%	58
2024 Q1	$1.72M	Buy	47,662 +14,433	+43%	+$521K	0.36%	58
2023 Q4	$1.22M	Sell	33,229 -2,906	-8%	-$103K	0.28%	63
2023 Q3	$1.26M	Hold	36,135	–	–	0.31%	64
2023 Q2	$1.34M	Buy	+36,135	New	+$1.32M	0.31%	60
2023 Q1	–	Sell	-8,486	Closed	-$295K	–	143
2022 Q4	$295K	Buy	+8,486	New	+$285K	0.08%	102

Other funds holding LEMB

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Checchi Capital Advisers Beverly Hills, California $1.46B AUM 19.17% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return