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

M Wealth Management 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
Q3 		$574K Hold
13,588
– – 0.44% 37
2026
Q2 		$577K Buy
+13,588
New +$571K 0.45% 34

Other funds holding LEMB

LAA
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
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFS
Beacon Financial Strategies Raleigh, North Carolina $203M AUM 12.07% 1-Year Est. Return

M Wealth Management LLC's LEMB Position: Q3 2026 in Review

M Wealth Management LLC held its iShares JPMorgan EM Local Currency Bond ETF (LEMB) position steady in Q3 2026 at 13,588 shares worth $574K. The position accounts for 0.44% of the portfolio, ranked #37.

M Wealth Management LLC first reported a position in LEMB in Q2 2026 and has held it in 2 quarters since. The position peaked at $577K in Q2 2026. 11 funds tracked by Wall St. Rank hold LEMB as of Q3 2026.

  • M Wealth Management LLC held 13,588 shares of iShares JPMorgan EM Local Currency Bond ETF worth $574K as of Q3 2026.
  • M Wealth Management LLC left its iShares JPMorgan EM Local Currency Bond ETF share count unchanged in Q3 2026.
  • iShares JPMorgan EM Local Currency Bond ETF made up 0.44% of M Wealth Management LLC's portfolio in Q3 2026, its #37 holding.
  • M Wealth Management LLC first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • M Wealth Management LLC's iShares JPMorgan EM Local Currency Bond ETF position peaked at $577K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q3 2026.

Based on M Wealth Management LLC's 13F filing for Q3 2026, filed 14 Oct 2026.