Carson Wealth (CWM LLC)’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Carson Wealth (CWM 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 Q1	$100K	Buy	2,457 +2,386	+3,361%	+$100K	﹤0.01%	3266
2025 Q4	$3K	Buy	71 +14	+25%	+$582	﹤0.01%	4990
2025 Q3	$2K	Hold	57	–	–	﹤0.01%	5013
2025 Q2	$2K	Hold	57	–	–	﹤0.01%	4892
2025 Q1	$2K	Sell	57 -37	-39%	-$1.37K	﹤0.01%	4774
2024 Q4	$3K	Buy	94 +37	+65%	+$1.36K	﹤0.01%	4419
2024 Q3	$2K	Sell	57 -2	-3%	-$74	﹤0.01%	4415
2024 Q2	$2K	Hold	59	–	–	﹤0.01%	4227
2024 Q1	$2K	Buy	+59	New	+$2.13K	﹤0.01%	4002

Other funds holding LEMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 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

Carson Wealth (CWM LLC)'s LEMB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 3,361% in Q1 2026, buying an estimated $100K and bringing the position to 2,457 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #3266.

Carson Wealth (CWM LLC) first reported a position in LEMB in Q1 2024 and has held it in 9 quarters since. 127 funds tracked by Wall St. Rank hold LEMB as of Q1 2026.

Carson Wealth (CWM LLC) held 2,457 shares of iShares JPMorgan EM Local Currency Bond ETF worth $100K as of Q1 2026.
Carson Wealth (CWM LLC) bought 2,386 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2026, an estimated $100K.
iShares JPMorgan EM Local Currency Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3266 holding.
Carson Wealth (CWM LLC) first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q1 2024 and has held it in 9 quarters since.
127 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.