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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
Q3 		$347K Buy
8,208
+874
+12% +$37.4K 0.06% 152
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

LAA
Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return
SP
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
MWML
M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return
FFA
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

Matthew Hamilton Rosenberg's LEMB Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 12% in Q3 2026, buying an estimated $37.4K and bringing the position to 8,208 shares worth $347K. The position accounts for 0.06% of the portfolio, ranked #152.

Matthew Hamilton Rosenberg first reported a position in LEMB in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.68M in Q2 2021. 11 funds tracked by Wall St. Rank hold LEMB as of Q3 2026.

  • Matthew Hamilton Rosenberg held 8,208 shares of iShares JPMorgan EM Local Currency Bond ETF worth $347K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 874 iShares JPMorgan EM Local Currency Bond ETF shares in Q3 2026, an estimated $37.4K.
  • iShares JPMorgan EM Local Currency Bond ETF made up 0.06% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #152 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's iShares JPMorgan EM Local Currency Bond ETF position peaked at $1.68M in Q2 2021.
  • 11 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.