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 Q2	$577K	Buy	+13,588	New	+$571K	0.45%	34

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

M Wealth Management LLC's LEMB Position: Q2 2026 in Review

M Wealth Management LLC opened a new position in iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q2 2026: 13,588 shares worth $577K. The stake represents 0.45% of the portfolio and ranks #34 among its holdings.

127 funds tracked by Wall St. Rank hold LEMB as of Q2 2026.

M Wealth Management LLC held 13,588 shares of iShares JPMorgan EM Local Currency Bond ETF worth $577K as of Q2 2026.
iShares JPMorgan EM Local Currency Bond ETF was a new M Wealth Management LLC position in Q2 2026.
iShares JPMorgan EM Local Currency Bond ETF made up 0.45% of M Wealth Management LLC's portfolio in Q2 2026, its #34 holding.
127 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.