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

Private Wealth Advisors (California)’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	-95,534	Closed	-$3.97M	–	101
2025 Q4	$3.97M	Buy	95,534 +7,816	+9%	+$325K	1.27%	28
2025 Q3	$3.61M	Sell	87,718 -4,820	-5%	-$196K	1.22%	34
2025 Q2	$3.74M	Buy	92,538 +756	+0.8%	+$29.3K	1.37%	28
2025 Q1	$3.44M	Buy	91,782 +1,082	+1%	+$40.1K	1.24%	31
2024 Q4	$3.27M	Buy	90,700 +4,769	+6%	+$176K	1.28%	31
2024 Q3	$3.3M	Sell	85,931 -85	-0.1%	-$3.15K	1.26%	30
2024 Q2	$3.06M	Buy	86,016 +4,652	+6%	+$167K	1.18%	30
2024 Q1	$2.94M	Sell	81,364 -2,654	-3%	-$95.9K	1.19%	29
2023 Q4	$3.09M	Sell	84,018 -1,388	-2%	-$49.2K	1.2%	28
2023 Q3	$2.97M	Sell	85,406 -116	-0.1%	-$4.24K	1.26%	26
2023 Q2	$3.17M	Buy	85,522 +127	+0.1%	+$4.64K	1.29%	23
2023 Q1	$3.08M	Buy	+85,395	New	+$3.03M	1.29%	24

Other funds holding LEMB

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

CCA

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Private Wealth Advisors (California)'s LEMB Position: Q1 2026 in Review

Private Wealth Advisors (California) sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q1 2026, closing a stake of 95,534 shares — an estimated $3.97M sold.

Private Wealth Advisors (California) first reported a position in LEMB in Q1 2023 and held it in 12 quarters. The position peaked at $3.97M in Q4 2025. 127 funds tracked by Wall St. Rank hold LEMB as of Q1 2026.

Private Wealth Advisors (California) reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q1 2026 after selling out during the quarter.
Private Wealth Advisors (California) sold 95,534 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2026, an estimated $3.97M.
Private Wealth Advisors (California) first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q1 2023 and held it in 12 quarters.
Private Wealth Advisors (California)'s iShares JPMorgan EM Local Currency Bond ETF position peaked at $3.97M in Q4 2025.
127 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.