Endowment Wealth Management’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Endowment Wealth Management’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
2025 Q4	–	Sell	-32,844	Closed	-$1.35M	–	159
2025 Q3	$1.35M	Buy	32,844 +6,009	+22%	+$244K	0.61%	48
2025 Q2	$1.08M	Buy	26,835 +2,272	+9%	+$88.1K	0.56%	49
2025 Q1	$920K	Buy	24,563 +3,746	+18%	+$139K	0.59%	50
2024 Q4	$751K	Buy	20,817 +3,895	+23%	+$144K	0.5%	53
2024 Q3	$651K	Buy	16,922 +1,088	+7%	+$40.3K	0.43%	57
2024 Q2	$564K	Buy	15,834 +1,763	+13%	+$63.3K	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%	+$42.7K	0.42%	57
2023 Q3	$434K	Buy	12,454 +2,023	+19%	+$73.9K	0.39%	66
2023 Q2	$386K	Buy	10,431 +461	+5%	+$16.8K	0.35%	72
2023 Q1	$359K	Buy	9,970 +2,093	+27%	+$74.2K	0.36%	70
2022 Q4	$273K	Buy	7,877 +1,460	+23%	+$49K	0.3%	87
2022 Q3	$207K	Buy	+6,417	New	+$216K	0.25%	103

Other funds holding LEMB

BlackRock New York $6.73T AUM 46.02% 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

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

PCIG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIAM

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Endowment Wealth Management's LEMB Position: Q4 2025 in Review

Endowment Wealth Management sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q4 2025, closing a stake of 32,844 shares — an estimated $1.35M sold.

Endowment Wealth Management first reported a position in LEMB in Q3 2022 and held it in 13 quarters. The position peaked at $1.35M in Q3 2025. 109 funds tracked by Wall St. Rank hold LEMB as of Q4 2025.

Endowment Wealth Management reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q4 2025 after selling out during the quarter.
Endowment Wealth Management sold 32,844 iShares JPMorgan EM Local Currency Bond ETF shares in Q4 2025, an estimated $1.35M.
Endowment Wealth Management first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2022 and held it in 13 quarters.
Endowment Wealth Management's iShares JPMorgan EM Local Currency Bond ETF position peaked at $1.35M in Q3 2025.
109 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q4 2025.

Based on Endowment Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.