Private Wealth Advisors (California)’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-95,534	Closed	-$3.97M	–	101
2025 Q4	$3.97M	Buy	95,534 +7,816	+9%	+$325K	1.43%	28
2025 Q3	$3.61M	Sell	87,718 -4,820	-5%	-$196K	1.36%	34
2025 Q2	$3.74M	Buy	92,538 +756	+0.8%	+$29.3K	1.47%	28
2025 Q1	$3.44M	Buy	91,782 +1,082	+1%	+$40.1K	1.44%	31
2024 Q4	$3.27M	Buy	90,700 +4,769	+6%	+$176K	1.43%	31
2024 Q3	$3.3M	Sell	85,931 -85	-0.1%	-$3.15K	1.34%	30
2024 Q2	$3.06M	Buy	86,016 +4,652	+6%	+$167K	1.34%	30
2024 Q1	$2.94M	Sell	81,364 -2,654	-3%	-$95.9K	1.23%	29
2023 Q4	$3.09M	Sell	84,018 -1,388	-2%	-$49.2K	1.33%	28
2023 Q3	$2.97M	Sell	85,406 -116	-0.1%	-$4.24K	1.3%	26
2023 Q2	$3.17M	Buy	85,522 +127	+0.1%	+$4.64K	1.33%	23
2023 Q1	$3.08M	Buy	+85,395	New	+$3.03M	1.31%	24