Life Planning Partners’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,578
Closed -$201K 62
2024
Q4
$201K Hold
5,578
0.19% 59
2024
Q3
$215K Sell
5,578
-1,695
-23% -$62.8K 0.19% 60
2024
Q2
$259K Sell
7,273
-691
-9% -$24.8K 0.24% 54
2024
Q1
$287K Sell
7,964
-4,607
-37% -$166K 0.29% 53
2023
Q4
$462K Buy
+12,571
New +$446K 0.45% 38
2022
Q3
$621K Hold
19,211
0.71% 28
2022
Q2
$660K Hold
19,211
0.74% 27
2022
Q1
$708K Buy
19,211
+170
+0.9% +$6.54K 0.72% 30
2021
Q4
$750K Buy
+19,041
New +$783K 0.76% 31

Other funds holding LEMB