EWM
Endowment Wealth Management’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
26,835
+2,272
| +9% | +$91.8K | 0.56% | 49 |
|
|
2025
Q1 | $920K | Buy |
24,563
+3,746
| +18% | +$140K | 0.59% | 50 |
|
|
2024
Q4 | $751K | Buy |
20,817
+3,895
| +23% | +$141K | 0.5% | 53 |
|
|
2024
Q3 | $651K | Buy |
16,922
+1,088
| +7% | +$41.8K | 0.43% | 57 |
|
|
2024
Q2 | $564K | Buy |
15,834
+1,763
| +13% | +$62.8K | 0.41% | 60 |
|
|
2024
Q1 | $508K | Buy |
14,071
+413
| +3% | +$14.9K | 0.38% | 66 |
|
|
2023
Q4 | $502K | Buy |
13,658
+1,204
| +10% | +$44.2K | 0.42% | 57 |
|
|
2023
Q3 | $434K | Buy |
12,454
+2,023
| +19% | +$70.5K | 0.39% | 66 |
|
|
2023
Q2 | $386K | Buy |
10,431
+461
| +5% | +$17.1K | 0.35% | 72 |
|
|
2023
Q1 | $359K | Buy |
9,970
+2,093
| +27% | +$75.5K | 0.36% | 70 |
|
|
2022
Q4 | $273K | Buy |
7,877
+1,460
| +23% | +$50.7K | 0.3% | 87 |
|
|
2022
Q3 | $207K | Buy |
+6,417
| New | +$207K | 0.25% | 103 |
|