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

Life Planning Partners’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
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

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

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

SIAM

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

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

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

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Life Planning Partners's LEMB Position: Q1 2025 in Review

Life Planning Partners sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q1 2025, closing a stake of 5,578 shares — an estimated $201K sold.

Life Planning Partners first reported a position in LEMB in Q4 2021 and held it in 9 quarters. The position peaked at $750K in Q4 2021. 84 funds tracked by Wall St. Rank hold LEMB as of Q1 2025.

Life Planning Partners reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q1 2025 after selling out during the quarter.
Life Planning Partners sold 5,578 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2025, an estimated $201K.
Life Planning Partners first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2021 and held it in 9 quarters.
Life Planning Partners's iShares JPMorgan EM Local Currency Bond ETF position peaked at $750K in Q4 2021.
84 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2025.

Based on Life Planning Partners's 13F filing for Q1 2025, filed 17 Apr 2025.