CTA
LEMB icon

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
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

SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return

Chesley Taft & Associates's LEMB Position: Q2 2026 in Review

Chesley Taft & Associates increased its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 28% in Q2 2026, buying an estimated $143K and bringing the position to 15,560 shares worth $660K. The position accounts for 0.03% of the portfolio, ranked #261.

Chesley Taft & Associates first reported a position in LEMB in Q2 2023 and has held it in 11 quarters since. 44 funds tracked by Wall St. Rank hold LEMB as of Q2 2026.

  • Chesley Taft & Associates held 15,560 shares of iShares JPMorgan EM Local Currency Bond ETF worth $660K as of Q2 2026.
  • Chesley Taft & Associates bought 3,405 iShares JPMorgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $143K.
  • iShares JPMorgan EM Local Currency Bond ETF made up 0.03% of Chesley Taft & Associates's portfolio in Q2 2026, its #261 holding.
  • Chesley Taft & Associates first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2023 and has held it in 11 quarters since.
  • 44 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.