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Forum Finance Group’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Forum Finance 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
2026
Q2 		$1.3M Buy
37,970
+3,040
+9% +$128K 0.47% 64
2026
Q1 		$1.15M Buy
+34,930
New +$1.46M 0.62% 47

Other funds holding LEMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of New York Mellon
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Forum Finance Group's LEMB Position: Q2 2026 in Review

Forum Finance Group increased its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 8.7% in Q2 2026, buying an estimated $128K and bringing the position to 37,970 shares worth $1.3M. The position accounts for 0.47% of the portfolio, ranked #64.

Forum Finance Group first reported a position in LEMB in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold LEMB as of Q2 2026.

  • Forum Finance Group held 37,970 shares of iShares JPMorgan EM Local Currency Bond ETF worth $1.3M as of Q2 2026.
  • Forum Finance Group bought 3,040 iShares JPMorgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $128K.
  • iShares JPMorgan EM Local Currency Bond ETF made up 0.47% of Forum Finance Group's portfolio in Q2 2026, its #64 holding.
  • Forum Finance Group first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.