LWL
LEMB icon

Leo Wealth LLC’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Leo Wealth LLC’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
Q1 		$12.6M Buy
308,966
+171,394
+125% +$7.19M 0.92% 23
2025
Q4 		$5.72M Buy
137,572
+63,520
+86% +$2.64M 0.41% 46
2025
Q3 		$3.05M Sell
74,052
-53,899
-42% -$2.19M 0.4% 48
2025
Q2 		$5.17M Buy
127,951
+66,245
+107% +$2.57M 0.4% 45
2025
Q1 		$2.31M Sell
61,706
-38,546
-38% -$1.43M 0.33% 63
2024
Q4 		$3.62M Sell
100,252
-3,203
-3% -$118K 0.32% 55
2024
Q3 		$3.98M Buy
103,455
+5,420
+6% +$201K 0.36% 52
2024
Q2 		$3.49M Buy
98,035
+589
+0.6% +$21.1K 0.36% 50
2024
Q1 		$3.5M Buy
97,446
+6,728
+7% +$243K 0.36% 51
2023
Q4 		$3.32M Buy
+90,718
New +$3.22M 0.34% 51

Other funds holding LEMB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
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
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.46B AUM 19.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return