NorthRock Partners’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

NorthRock Partners’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	–	Sell	-5,003	Closed	-$208K	–	710
2025 Q4	$208K	Sell	5,003 -1,123	-18%	-$46.7K	﹤0.01%	572
2025 Q3	$252K	Buy	+6,126	New	+$249K	﹤0.01%	759
2024 Q2	–	Sell	-1,237	Closed	-$44.6K	–	839
2024 Q1	$44.6K	Buy	1,237 +41	+3%	+$1.48K	﹤0.01%	666
2023 Q4	$43.9K	Buy	+1,196	New	+$42.4K	﹤0.01%	629

Other funds holding LEMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NorthRock Partners's LEMB Position: Q1 2026 in Review

NorthRock Partners sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q1 2026, closing a stake of 5,003 shares — an estimated $208K sold.

NorthRock Partners first reported a position in LEMB in Q4 2023 and held it in 4 quarters. The position peaked at $252K in Q3 2025. 127 funds tracked by Wall St. Rank hold LEMB as of Q1 2026.

NorthRock Partners reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q1 2026 after selling out during the quarter.
NorthRock Partners sold 5,003 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2026, an estimated $208K.
NorthRock Partners first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2023 and held it in 4 quarters.
NorthRock Partners's iShares JPMorgan EM Local Currency Bond ETF position peaked at $252K in Q3 2025.
127 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.