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MASECO Private Wealth’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

MASECO Private Wealth’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
Q1 		$3.95M Sell
96,818
-28,206
-23% -$1.18M 0.12% 38
2025
Q4 		$5.2M Buy
+125,024
New +$5.2M 0.23% 27
2025
Q3 		– Sell
-227,727
Closed -$9.2M – 404
2025
Q2 		$9.2M Buy
+227,727
New +$8.83M 0.35% 31

Other funds holding LEMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MASECO Private Wealth's LEMB Position: Q1 2026 in Review

MASECO Private Wealth reduced its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 23% in Q1 2026, selling an estimated $1.18M and leaving 96,818 shares worth $3.95M. The position accounts for 0.12% of the portfolio, ranked #38.

MASECO Private Wealth first reported a position in LEMB in Q2 2025 and has held it in 3 quarters since. The position peaked at $9.2M in Q2 2025. 127 funds tracked by Wall St. Rank hold LEMB as of Q1 2026.

  • MASECO Private Wealth held 96,818 shares of iShares JPMorgan EM Local Currency Bond ETF worth $3.95M as of Q1 2026.
  • MASECO Private Wealth sold 28,206 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2026, an estimated $1.18M.
  • iShares JPMorgan EM Local Currency Bond ETF made up 0.12% of MASECO Private Wealth's portfolio in Q1 2026, its #38 holding.
  • MASECO Private Wealth first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • MASECO Private Wealth's iShares JPMorgan EM Local Currency Bond ETF position peaked at $9.2M in Q2 2025.
  • 127 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.