Matthew Hamilton Rosenberg’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Matthew Hamilton Rosenberg’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	$311K	Buy	7,334 +401	+6%	+$16.8K	0.06%	159
2026 Q1	$283K	Sell	6,933 -26	-0.4%	-$1.09K	0.06%	156
2025 Q4	$289K	Buy	6,959 +387	+6%	+$16.1K	0.06%	155
2025 Q3	$271K	Buy	6,572 +154	+2%	+$6.26K	0.06%	166
2025 Q2	$259K	Sell	6,418 -2,696	-30%	-$105K	0.06%	167
2025 Q1	$341K	Sell	9,114 -1,465	-14%	-$54.3K	0.09%	104
2024 Q4	$382K	Sell	10,579 -689	-6%	-$25.4K	0.1%	93
2024 Q3	$433K	Sell	11,268 -171	-1%	-$6.34K	0.11%	84
2024 Q2	$407K	Sell	11,439 -6,594	-37%	-$237K	0.12%	82
2024 Q1	$647K	Sell	18,033 -536	-3%	-$19.4K	0.19%	58
2023 Q4	$682K	Sell	18,569 -163	-0.9%	-$5.78K	0.21%	49
2023 Q3	$652K	Sell	18,732 -2,257	-11%	-$82.4K	0.22%	45
2023 Q2	$777K	Sell	20,989 -3,912	-16%	-$143K	0.26%	41
2023 Q1	$898K	Sell	24,901 -4,044	-14%	-$143K	0.29%	45
2022 Q4	$1M	Buy	28,945 +1,098	+4%	+$36.9K	0.34%	42
2022 Q3	$900K	Buy	27,847 +2,712	+11%	+$91.4K	0.35%	42
2022 Q2	$857K	Sell	25,135 -592	-2%	-$20.8K	0.32%	45
2022 Q1	$950K	Sell	25,727 -6,130	-19%	-$236K	0.33%	44
2021 Q4	$1.25M	Sell	31,857 -3,345	-10%	-$138K	0.44%	36
2021 Q3	$1.49M	Buy	35,202 +3,659	+12%	+$158K	0.59%	30
2021 Q2	$1.68M	Buy	31,543 +3,232	+11%	+$141K	0.87%	20
2021 Q1	$1.21M	Buy	28,311 +2,314	+9%	+$102K	0.69%	23
2020 Q4	$1.18M	Sell	25,997 -2,007	-7%	-$87K	0.73%	24
2020 Q3	$1.17M	Buy	28,004 +107	+0.4%	+$4.49K	0.86%	19
2020 Q2	$1.14M	Sell	27,897 -9,313	-25%	-$365K	0.91%	18
2020 Q1	$1.39M	Buy	+37,210	New	+$1.56M	1.39%	15

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

Matthew Hamilton Rosenberg's LEMB Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 5.8% in Q2 2026, buying an estimated $16.8K and bringing the position to 7,334 shares worth $311K. The position accounts for 0.06% of the portfolio, ranked #159.

Matthew Hamilton Rosenberg first reported a position in LEMB in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.68M in Q2 2021. 127 funds tracked by Wall St. Rank hold LEMB as of Q2 2026.

Matthew Hamilton Rosenberg held 7,334 shares of iShares JPMorgan EM Local Currency Bond ETF worth $311K as of Q2 2026.
Matthew Hamilton Rosenberg bought 401 iShares JPMorgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $16.8K.
iShares JPMorgan EM Local Currency Bond ETF made up 0.06% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #159 holding.
Matthew Hamilton Rosenberg first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q1 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's iShares JPMorgan EM Local Currency Bond ETF position peaked at $1.68M in Q2 2021.
127 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.