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Oak Family Advisors’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Oak Family Advisors’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 		$644K Sell
15,180
-1,786
-11% -$75K 0.16% 79
2026
Q1 		$692K Sell
16,966
-5,735
-25% -$240K 0.19% 71
2025
Q4 		$944K Sell
22,701
-1,499
-6% -$62.4K 0.26% 67
2025
Q3 		$997K Buy
+24,200
New +$984K 0.25% 62

Other funds holding LEMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of New York Mellon
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
Partners Capital Investment Group
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Oak Family Advisors's LEMB Position: Q2 2026 in Review

Oak Family Advisors reduced its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 11% in Q2 2026, selling an estimated $75K and leaving 15,180 shares worth $644K. The position accounts for 0.16% of the portfolio, ranked #79.

Oak Family Advisors first reported a position in LEMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $997K in Q3 2025. 127 funds tracked by Wall St. Rank hold LEMB as of Q2 2026.

  • Oak Family Advisors held 15,180 shares of iShares JPMorgan EM Local Currency Bond ETF worth $644K as of Q2 2026.
  • Oak Family Advisors sold 1,786 iShares JPMorgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $75K.
  • iShares JPMorgan EM Local Currency Bond ETF made up 0.16% of Oak Family Advisors's portfolio in Q2 2026, its #79 holding.
  • Oak Family Advisors first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Oak Family Advisors's iShares JPMorgan EM Local Currency Bond ETF position peaked at $997K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.