Leavell Investment Management’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Leavell Investment 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
2026 Q2	$729K	Buy	17,174 +6,251	+57%	+$263K	0.03%	371
2026 Q1	$446K	Buy	10,923 +3,397	+45%	+$142K	0.02%	441
2025 Q4	$313K	Buy	7,526 +294	+4%	+$12.2K	0.01%	491
2025 Q3	$298K	Buy	7,232 +95	+1%	+$3.86K	0.01%	501
2025 Q2	$288K	Buy	7,137 +84	+1%	+$3.26K	0.01%	495
2025 Q1	$264K	Buy	7,053 +16	+0.2%	+$593	0.01%	482
2024 Q4	$254K	Hold	7,037	–	–	0.01%	487
2024 Q3	$271K	Buy	7,037 +241	+4%	+$8.94K	0.01%	478
2024 Q2	$242K	Sell	6,796 -64	-0.9%	-$2.3K	0.01%	465
2024 Q1	$247K	Hold	6,860	–	–	0.01%	447
2023 Q4	$252K	Buy	6,860 +309	+5%	+$11K	0.02%	430
2023 Q3	$228K	Hold	6,551	–	–	0.02%	434
2023 Q2	$243K	Hold	6,551	–	–	0.02%	428
2023 Q1	$236K	Buy	+6,551	New	+$232K	0.02%	423
2022 Q4	–	Sell	-7,917	Closed	-$256K	–	439
2022 Q3	$256K	Sell	7,917 -279	-3%	-$9.4K	0.02%	388
2022 Q2	$280K	Buy	+8,196	New	+$288K	0.02%	374

Other funds holding LEMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Leavell Investment Management's LEMB Position: Q2 2026 in Review

Leavell Investment Management increased its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 57% in Q2 2026, buying an estimated $263K and bringing the position to 17,174 shares worth $729K. The position accounts for 0.03% of the portfolio, ranked #371.

Leavell Investment Management first reported a position in LEMB in Q2 2022 and has held it in 16 quarters since. 127 funds tracked by Wall St. Rank hold LEMB as of Q2 2026.

Leavell Investment Management held 17,174 shares of iShares JPMorgan EM Local Currency Bond ETF worth $729K as of Q2 2026.
Leavell Investment Management bought 6,251 iShares JPMorgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $263K.
iShares JPMorgan EM Local Currency Bond ETF made up 0.03% of Leavell Investment Management's portfolio in Q2 2026, its #371 holding.
Leavell Investment Management first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2022 and has held it in 16 quarters since.
127 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.