MWM
LEMB icon

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

Maridea Wealth Management’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 		$474K Buy
11,170
+1,286
+13% +$54K 0.05% 313
2026
Q1 		$403K Buy
+9,884
New +$414K 0.06% 284

Other funds holding LEMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of New York Mellon
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Maridea Wealth Management's LEMB Position: Q2 2026 in Review

Maridea Wealth Management increased its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 13% in Q2 2026, buying an estimated $54K and bringing the position to 11,170 shares worth $474K. The position accounts for 0.05% of the portfolio, ranked #313.

Maridea Wealth Management first reported a position in LEMB in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold LEMB as of Q2 2026.

  • Maridea Wealth Management held 11,170 shares of iShares JPMorgan EM Local Currency Bond ETF worth $474K as of Q2 2026.
  • Maridea Wealth Management bought 1,286 iShares JPMorgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $54K.
  • iShares JPMorgan EM Local Currency Bond ETF made up 0.05% of Maridea Wealth Management's portfolio in Q2 2026, its #313 holding.
  • Maridea Wealth Management first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.