LAM Group
LEMB icon

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

LAM 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
Q3 		$6.17M Buy
145,925
+3,540
+2% +$151K 3.1% 9
2026
Q2 		$6.04M Buy
142,385
+9,105
+7% +$382K 3% 10
2026
Q1 		$5.44M Buy
133,280
+11,110
+9% +$466K 2.99% 11
2025
Q4 		$5.08M Buy
122,170
+20,455
+20% +$851K 2.91% 13
2025
Q3 		$4.19M Buy
101,715
+16,720
+20% +$680K 2.6% 14
2025
Q2 		$3.43M Buy
84,995
+30,370
+56% +$1.18M 2.29% 17
2025
Q1 		$2.05M Buy
54,625
+11,735
+27% +$435K 1.51% 23
2024
Q4 		$1.55M Sell
42,890
-16,695
-28% -$616K 1.1% 27
2024
Q3 		$2.29M Buy
59,585
+31,380
+111% +$1.16M 1.62% 24
2024
Q2 		$1.01M Sell
28,205
-6,915
-20% -$248K 0.85% 32
2024
Q1 		$1.27M Buy
35,120
+8,560
+32% +$309K 1.03% 27
2023
Q4 		$975K Buy
26,560
+6,525
+33% +$231K 0.89% 30
2023
Q3 		$698K Buy
20,035
+7,610
+61% +$278K 0.69% 31
2023
Q2 		$460K Buy
12,425
+8,685
+232% +$317K 0.43% 45
2023
Q1 		$135K Sell
3,740
-135
-3% -$4.79K 0.13% 60
2022
Q4 		$135K Buy
+3,875
New +$130K 0.14% 58

Other funds holding LEMB

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
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
New Capital Management
New Capital Management Houston, Texas $447M AUM 10.99% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
RHS Financial
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Leo Wealth LLC
Leo Wealth LLC Hurst, Texas $471M AUM

LAM Group's LEMB Position: Q3 2026 in Review

LAM Group increased its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 2.5% in Q3 2026, buying an estimated $151K and bringing the position to 145,925 shares worth $6.17M. The position accounts for 3.1% of the portfolio, ranked #9.

LAM Group first reported a position in LEMB in Q4 2022 and has held it in 16 quarters since. 41 funds tracked by Wall St. Rank hold LEMB as of Q3 2026.

  • LAM Group held 145,925 shares of iShares JPMorgan EM Local Currency Bond ETF worth $6.17M as of Q3 2026.
  • LAM Group bought 3,540 iShares JPMorgan EM Local Currency Bond ETF shares in Q3 2026, an estimated $151K.
  • iShares JPMorgan EM Local Currency Bond ETF made up 3.1% of LAM Group's portfolio in Q3 2026, its #9 holding.
  • LAM Group first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • 41 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.