Chesley Taft & Associates
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Chesley Taft & Associates’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Chesley Taft & Associates’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
Q3 		$654K Sell
15,480
-80
-0.5% -$3.42K 0.03% 256
2026
Q2 		$660K Buy
15,560
+3,405
+28% +$143K 0.03% 261
2026
Q1 		$496K Buy
12,155
+1,685
+16% +$70.6K 0.02% 279
2025
Q4 		$435K Buy
10,470
+2,540
+32% +$106K 0.02% 297
2025
Q3 		$327K Buy
7,930
+2,100
+36% +$85.4K 0.01% 299
2025
Q2 		$235K Buy
+5,830
New +$226K 0.01% 321
2024
Q4 		– Sell
-6,216
Closed -$239K – 332
2024
Q3 		$239K Sell
6,216
-2,925
-32% -$108K 0.01% 308
2024
Q2 		$326K Buy
9,141
+431
+5% +$15.5K 0.02% 277
2024
Q1 		$314K Hold
8,710
– – 0.02% 281
2023
Q4 		$320K Buy
8,710
+475
+6% +$16.8K 0.02% 272
2023
Q3 		$287K Sell
8,235
-1,645
-17% -$60.1K 0.02% 264
2023
Q2 		$366K Buy
+9,880
New +$361K 0.02% 250

Other funds holding LEMB

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Checchi Capital Advisers
Checchi Capital Advisers Beverly Hills, California $2.07B AUM 16.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sterling Investment Advisors (Missouri)
Sterling Investment Advisors (Missouri) Bolivar, Missouri $228M AUM 9.82% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
LAM Group
LAM Group Lake Oswego, Oregon $199M AUM 14.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Walkner Condon Financial Advisors
Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return
Lifetime Wealth Management
Lifetime Wealth Management Rockwall, Texas $166M AUM 22.52% 1-Year Est. Return

Chesley Taft & Associates's LEMB Position: Q3 2026 in Review

Chesley Taft & Associates reduced its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 0.51% in Q3 2026, selling an estimated $3.42K and leaving 15,480 shares worth $654K. The position accounts for 0.03% of the portfolio, ranked #256.

Chesley Taft & Associates first reported a position in LEMB in Q2 2023 and has held it in 12 quarters since. The position peaked at $660K in Q2 2026. 68 funds tracked by Wall St. Rank hold LEMB as of Q3 2026.

  • Chesley Taft & Associates held 15,480 shares of iShares JPMorgan EM Local Currency Bond ETF worth $654K as of Q3 2026.
  • Chesley Taft & Associates sold 80 iShares JPMorgan EM Local Currency Bond ETF shares in Q3 2026, an estimated $3.42K.
  • iShares JPMorgan EM Local Currency Bond ETF made up 0.03% of Chesley Taft & Associates's portfolio in Q3 2026, its #256 holding.
  • Chesley Taft & Associates first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Chesley Taft & Associates's iShares JPMorgan EM Local Currency Bond ETF position peaked at $660K in Q2 2026.
  • 68 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q3 2026.

Based on Chesley Taft & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.