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

Modera 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
Q1 		$266K Hold
6,520
– – ﹤0.01% 554
2025
Q4 		$271K Hold
6,520
– – ﹤0.01% 564
2025
Q3 		$269K Hold
6,520
– – ﹤0.01% 565
2025
Q2 		$263K Hold
6,520
– – ﹤0.01% 561
2025
Q1 		$244K Hold
6,520
– – ﹤0.01% 556
2024
Q4 		$235K Hold
6,520
– – ﹤0.01% 565
2024
Q3 		$251K Hold
6,520
– – ﹤0.01% 532
2024
Q2 		$232K Hold
6,520
– – ﹤0.01% 518
2024
Q1 		$235K Buy
+6,520
New +$236K ﹤0.01% 521
2015
Q2 		– Sell
-14,215
Closed -$626K – 88
2015
Q1 		$626K Sell
14,215
-18,936
-57% -$853K 0.24% 36
2014
Q4 		$1.53M Buy
+33,151
New +$1.58M 0.59% 20

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Bank of New York Mellon
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PCIG
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CCA
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UBS Group
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Envestnet Asset Management
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