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 Q2	$277K	Hold	6,520	–	–	﹤0.01%	567
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

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

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

Modera Wealth Management held its iShares JPMorgan EM Local Currency Bond ETF (LEMB) position steady in Q2 2026 at 6,520 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Modera Wealth Management first reported a position in LEMB in Q4 2014 and has held it in 12 quarters since. The position peaked at $1.53M in Q4 2014. 127 funds tracked by Wall St. Rank hold LEMB as of Q2 2026.

Modera Wealth Management held 6,520 shares of iShares JPMorgan EM Local Currency Bond ETF worth $277K as of Q2 2026.
Modera Wealth Management left its iShares JPMorgan EM Local Currency Bond ETF share count unchanged in Q2 2026.
iShares JPMorgan EM Local Currency Bond ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #567 holding.
Modera Wealth Management first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2014 and has held it in 12 quarters since.
Modera Wealth Management's iShares JPMorgan EM Local Currency Bond ETF position peaked at $1.53M in Q4 2014.
127 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.