Insight Advisors
LEMB icon

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

Insight 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 		$213K Sell
5,038
-297
-6% -$12.7K 0.04% 223
2026
Q2 		$226K Sell
5,335
-784
-13% -$32.9K 0.04% 220
2026
Q1 		$250K Buy
6,119
+49
+0.8% +$2.05K 0.05% 208
2025
Q4 		$252K Buy
6,070
+60
+1% +$2.5K 0.04% 246
2025
Q3 		$248K Buy
6,010
+27
+0.5% +$1.1K 0.04% 247
2025
Q2 		$242K Sell
5,983
-467
-7% -$18.1K 0.04% 250
2025
Q1 		$242K Sell
6,450
-1,858
-22% -$68.8K 0.04% 252
2024
Q4 		$301K Buy
8,308
+233
+3% +$8.59K 0.05% 220
2024
Q3 		$311K Buy
8,075
+234
+3% +$8.68K 0.05% 222
2024
Q2 		$279K Buy
7,841
+279
+4% +$10K 0.05% 239
2024
Q1 		$273K Buy
7,562
+882
+13% +$31.9K 0.05% 241
2023
Q4 		$245K Sell
6,680
-45
-0.7% -$1.6K 0.05% 241
2023
Q3 		$234K Sell
6,725
-56
-0.8% -$2.04K 0.05% 243
2023
Q2 		$251K Sell
6,781
-127
-2% -$4.64K 0.06% 240
2023
Q1 		$249K Buy
6,908
+141
+2% +$5K 0.06% 253
2022
Q4 		$234K Sell
6,767
-2
-0% -$67 0.08% 280
2022
Q3 		$219K Buy
+6,769
New +$228K 0.09% 255
2022
Q2 		– Sell
-5,911
Closed -$218K – 315
2022
Q1 		$218K Buy
+5,911
New +$227K 0.07% 289

Other funds holding LEMB

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sterling Investment Advisors (Missouri)
Sterling Investment Advisors (Missouri) Bolivar, Missouri $228M AUM 9.82% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
LAM Group
LAM Group Lake Oswego, Oregon $199M AUM 14.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Walkner Condon Financial Advisors
Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return
Lifetime Wealth Management
Lifetime Wealth Management Rockwall, Texas $166M AUM 22.52% 1-Year Est. Return
Liberty Atlantic Advisors
Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Insight Advisors's LEMB Position: Q3 2026 in Review

Insight Advisors reduced its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 5.6% in Q3 2026, selling an estimated $12.7K and leaving 5,038 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #223.

Insight Advisors first reported a position in LEMB in Q1 2022 and has held it in 18 quarters since. The position peaked at $311K in Q3 2024. 59 funds tracked by Wall St. Rank hold LEMB as of Q3 2026.

  • Insight Advisors held 5,038 shares of iShares JPMorgan EM Local Currency Bond ETF worth $213K as of Q3 2026.
  • Insight Advisors sold 297 iShares JPMorgan EM Local Currency Bond ETF shares in Q3 2026, an estimated $12.7K.
  • iShares JPMorgan EM Local Currency Bond ETF made up 0.04% of Insight Advisors's portfolio in Q3 2026, its #223 holding.
  • Insight Advisors first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Insight Advisors's iShares JPMorgan EM Local Currency Bond ETF position peaked at $311K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.