Private Advisor Group’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Private Advisor Group’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
2025 Q1	–	Sell	-6,517	Closed	-$235K	–	2366
2024 Q4	$235K	Buy	+6,517	New	+$240K	﹤0.01%	2005
2021 Q2	–	Sell	-5,171	Closed	-$221K	–	2019
2021 Q1	$221K	Buy	+5,171	New	+$229K	﹤0.01%	1694
2020 Q3	–	Sell	-550	Closed	-$22K	–	2620
2020 Q2	$22K	Buy	+550	New	+$21.5K	﹤0.01%	2519

Other funds holding LEMB

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

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

SIAM

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Private Advisor Group's LEMB Position: Q1 2025 in Review

Private Advisor Group sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q1 2025, closing a stake of 6,517 shares — an estimated $235K sold.

Private Advisor Group first reported a position in LEMB in Q2 2020 and held it in 3 quarters. The position peaked at $235K in Q4 2024. 84 funds tracked by Wall St. Rank hold LEMB as of Q1 2025.

Private Advisor Group reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q1 2025 after selling out during the quarter.
Private Advisor Group sold 6,517 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2025, an estimated $235K.
Private Advisor Group first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2020 and held it in 3 quarters.
Private Advisor Group's iShares JPMorgan EM Local Currency Bond ETF position peaked at $235K in Q4 2024.
84 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2025.

Based on Private Advisor Group's 13F filing for Q1 2025, filed 5 May 2025.