CoreCap Advisors’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

CoreCap Advisors’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	$37.3K	Hold	882	–	–	﹤0.01%	1532
2026 Q2	$37.4K	Hold	882	–	–	﹤0.01%	1531
2026 Q1	$36K	Hold	882	–	–	﹤0.01%	1448
2025 Q4	$36.7K	Sell	882 -20	-2%	-$832	﹤0.01%	1451
2025 Q3	$37.2K	Sell	902 -8	-0.9%	-$325	﹤0.01%	1430
2025 Q2	$36.8K	Sell	910 -4	-0.4%	-$155	﹤0.01%	1370
2025 Q1	$34.2K	Sell	914 -116	-11%	-$4.3K	﹤0.01%	1325
2024 Q4	$37.2K	Sell	1,030 -22	-2%	-$811	﹤0.01%	1306
2024 Q3	$40.5K	Buy	+1,052	New	+$39K	﹤0.01%	1283
2024 Q2	–	Sell	-2,886	Closed	-$104K	–	2173
2024 Q1	$104K	Buy	+2,886	New	+$104K	0.01%	827
2022 Q4	$628K	Buy	18,093 +4,090	+29%	+$137K	0.04%	312
2022 Q3	$452K	Buy	14,003 +13,498	+2,673%	+$455K	0.04%	327
2022 Q2	$17K	Buy	+505	New	+$17.7K	﹤0.01%	1299
2022 Q1	–	Sell	-505	Closed	-$20K	–	1385
2021 Q4	$20K	Buy	+505	New	+$20.8K	﹤0.01%	1327

Other funds holding LEMB

Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Wealth Advisory Solutions Indiianapolis, Indiana $484M AUM 15.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

CoreCap Advisors's LEMB Position: Q3 2026 in Review

CoreCap Advisors held its iShares JPMorgan EM Local Currency Bond ETF (LEMB) position steady in Q3 2026 at 882 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

CoreCap Advisors first reported a position in LEMB in Q4 2021 and has held it in 14 quarters since. The position peaked at $628K in Q4 2022. 24 funds tracked by Wall St. Rank hold LEMB as of Q3 2026.

CoreCap Advisors held 882 shares of iShares JPMorgan EM Local Currency Bond ETF worth $37.3K as of Q3 2026.
CoreCap Advisors left its iShares JPMorgan EM Local Currency Bond ETF share count unchanged in Q3 2026.
iShares JPMorgan EM Local Currency Bond ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1532 holding.
CoreCap Advisors first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's iShares JPMorgan EM Local Currency Bond ETF position peaked at $628K in Q4 2022.
24 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.