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

Capital Analysts 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 		$349K Buy
8,230
+2,543
+45% +$107K 0.01% 574
2026
Q1 		$232K Buy
+5,687
New +$238K 0.01% 609
2024
Q2 		– Sell
-57,895
Closed -$2.09M – 1231
2024
Q1 		$2.09M Sell
57,895
-2,425
-4% -$87.6K 0.1% 162
2023
Q4 		$2.21M Sell
60,320
-50,886
-46% -$1.8M 0.11% 152
2023
Q3 		$3.87M Hold
111,206
– – 0.22% 91
2023
Q2 		$4.12M Sell
111,206
-65,255
-37% -$2.38M 0.23% 89
2023
Q1 		$6.36M Buy
176,461
+67,745
+62% +$2.4M 0.36% 68
2022
Q4 		$3.77M Buy
108,716
+42,205
+63% +$1.42M 0.23% 87
2022
Q3 		$2.15M Buy
66,511
+2,440
+4% +$82.2K 0.15% 134
2022
Q2 		$2.19M Buy
64,071
+6,685
+12% +$235K 0.15% 134
2022
Q1 		$2.12M Hold
57,386
– – 0.13% 145
2021
Q4 		$2.25M Hold
57,386
– – 0.14% 147
2021
Q3 		$2.43M Buy
57,386
+60
+0.1% +$2.59K 0.16% 127
2021
Q2 		$2.5M Buy
57,326
+8,835
+18% +$386K 0.17% 120
2021
Q1 		$2.06M Buy
48,491
+48,356
+35,819% +$2.14M 0.14% 129
2020
Q4 		$6K Hold
135
– – ﹤0.01% 617
2020
Q3 		$6K Sell
135
-135
-50% -$5.67K ﹤0.01% 636
2020
Q2 		$11K Hold
270
– – ﹤0.01% 536
2020
Q1 		$10K Hold
270
– – ﹤0.01% 518
2019
Q4 		$12K Hold
270
– – ﹤0.01% 533
2019
Q3 		$11K Hold
270
– – ﹤0.01% 531
2019
Q2 		$12K Hold
270
– – ﹤0.01% 514
2019
Q1 		$11K Hold
270
– – ﹤0.01% 500
2018
Q4 		$12K Hold
270
– – ﹤0.01% 447
2018
Q3 		$12K Hold
270
– – ﹤0.01% 428
2018
Q2 		$12K Buy
270
+70
+35% +$3.3K ﹤0.01% 452
2018
Q1 		$10K Hold
200
– – ﹤0.01% 446
2017
Q4 		$10K Buy
+200
New +$9.5K ﹤0.01% 391

Other funds holding LEMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

Capital Analysts LLC's LEMB Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 45% in Q2 2026, buying an estimated $107K and bringing the position to 8,230 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #574.

Capital Analysts LLC first reported a position in LEMB in Q4 2017 and has held it in 28 quarters since. The position peaked at $6.36M in Q1 2023. 75 funds tracked by Wall St. Rank hold LEMB as of Q2 2026.

  • Capital Analysts LLC held 8,230 shares of iShares JPMorgan EM Local Currency Bond ETF worth $349K as of Q2 2026.
  • Capital Analysts LLC bought 2,543 iShares JPMorgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $107K.
  • iShares JPMorgan EM Local Currency Bond ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #574 holding.
  • Capital Analysts LLC first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2017 and has held it in 28 quarters since.
  • Capital Analysts LLC's iShares JPMorgan EM Local Currency Bond ETF position peaked at $6.36M in Q1 2023.
  • 75 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.