New Capital Management’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

New Capital 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 Q3	$3.88M	Buy	91,859 +1,262	+1%	+$53.9K	0.87%	23
2026 Q2	$3.84M	Buy	90,597 +833	+0.9%	+$35K	0.88%	23
2026 Q1	$3.66M	Buy	89,764 +26,381	+42%	+$1.11M	0.9%	25
2025 Q4	$2.63M	Buy	63,383 +202	+0.3%	+$8.4K	0.66%	22
2025 Q3	$2.6M	Buy	63,181 +11,266	+22%	+$458K	0.68%	20
2025 Q2	$2.1M	Buy	+51,915	New	+$2.01M	0.59%	20
2018 Q2	–	Sell	-27,160	Closed	-$1.37M	–	147
2018 Q1	$1.37M	Buy	27,160 +15,929	+142%	+$794K	3.55%	6
2017 Q4	$541K	Buy	11,231 +6,736	+150%	+$320K	0.66%	15
2017 Q3	$217K	Buy	+4,495	New	+$216K	0.39%	27

Other funds holding LEMB

Sterling Investment Advisors (Missouri) Bolivar, Missouri $228M AUM 9.82% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $199M AUM 14.21% 1-Year Est. Return

Lifetime Wealth Management Rockwall, Texas $166M AUM 22.52% 1-Year Est. Return

Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Leo Wealth LLC Hurst, Texas $471M AUM

New Capital Management's LEMB Position: Q3 2026 in Review

New Capital Management increased its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 1.4% in Q3 2026, buying an estimated $53.9K and bringing the position to 91,859 shares worth $3.88M. The position accounts for 0.87% of the portfolio, ranked #23.

New Capital Management first reported a position in LEMB in Q3 2017 and has held it in 9 quarters since. 41 funds tracked by Wall St. Rank hold LEMB as of Q3 2026.

New Capital Management held 91,859 shares of iShares JPMorgan EM Local Currency Bond ETF worth $3.88M as of Q3 2026.
New Capital Management bought 1,262 iShares JPMorgan EM Local Currency Bond ETF shares in Q3 2026, an estimated $53.9K.
iShares JPMorgan EM Local Currency Bond ETF made up 0.87% of New Capital Management's portfolio in Q3 2026, its #23 holding.
New Capital Management first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2017 and has held it in 9 quarters since.
41 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q3 2026.

Based on New Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.