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Financial Strategies Group’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Financial Strategies Group’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
Q2 		– Sell
-5,504
Closed -$207K – 95
2025
Q1 		$207K Sell
5,504
-237,063
-98% -$8.78M 0.05% 92
2024
Q4 		$8.71M Buy
242,567
+2,993
+1% +$110K 2.08% 14
2024
Q3 		$9.05M Buy
239,574
+2,765
+1% +$103K 2.12% 11
2024
Q2 		$8.57M Buy
236,809
+623
+0.3% +$22.4K 2.16% 14
2024
Q1 		$8.56M Buy
236,186
+11,311
+5% +$409K 2.3% 11
2023
Q4 		$8.11M Buy
224,875
+4,577
+2% +$162K 2.32% 11
2023
Q3 		$7.59M Buy
220,298
+5,989
+3% +$219K 2.39% 11
2023
Q2 		$7.93M Buy
214,309
+35,008
+20% +$1.28M 2.54% 12
2023
Q1 		$6.46M Buy
179,301
+3,524
+2% +$125K 2.49% 12
2022
Q4 		$6.1M Sell
175,777
-4,422
-2% -$148K 2.53% 12
2022
Q3 		$5.82M Sell
180,199
-3,443
-2% -$116K 2.64% 12
2022
Q2 		$6.28M Buy
183,642
+10,096
+6% +$355K 2.63% 12
2022
Q1 		$6.41M Buy
173,546
+25,194
+17% +$969K 2.55% 12
2021
Q4 		$5.82M Buy
148,352
+14,362
+11% +$590K 2.37% 12
2021
Q3 		$5.68M Buy
133,990
+8,299
+7% +$359K 2.54% 12
2021
Q2 		$5.49M Buy
125,691
+14,248
+13% +$623K 2.54% 12
2021
Q1 		$4.75M Buy
111,443
+12,392
+13% +$548K 2.46% 12
2020
Q4 		$4.48M Buy
99,051
+7,893
+9% +$342K 2.5% 11
2020
Q3 		$3.81M Buy
91,158
+2,159
+2% +$90.6K 2.57% 12
2020
Q2 		$3.63M Buy
88,999
+6,337
+8% +$248K 2.7% 11
2020
Q1 		$3.1M Buy
82,662
+4,683
+6% +$196K 2.8% 11
2019
Q4 		$3.42M Buy
+77,979
New +$3.5M 2.76% 10

Other funds holding LEMB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Financial Strategies Group's LEMB Position: Q2 2025 in Review

Financial Strategies Group sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q2 2025, closing a stake of 5,504 shares — an estimated $207K sold.

Financial Strategies Group first reported a position in LEMB in Q4 2019 and held it in 22 quarters. The position peaked at $9.05M in Q3 2024. 89 funds tracked by Wall St. Rank hold LEMB as of Q2 2025.

  • Financial Strategies Group reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Strategies Group sold 5,504 iShares JPMorgan EM Local Currency Bond ETF shares in Q2 2025, an estimated $207K.
  • Financial Strategies Group first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2019 and held it in 22 quarters.
  • Financial Strategies Group's iShares JPMorgan EM Local Currency Bond ETF position peaked at $9.05M in Q3 2024.
  • 89 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2025.

Based on Financial Strategies Group's 13F filing for Q2 2025, filed 14 Aug 2025.