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Reston Wealth Management’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Reston Wealth Management’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
2024
Q4 		– Sell
-87
Closed -$3.35K – 256
2024
Q3 		$3.35K Buy
+87
New +$3.23K ﹤0.01% 331

Other funds holding LEMB

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $628M AUM 15.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Reston Wealth Management's LEMB Position: Q4 2024 in Review

Reston Wealth Management sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q4 2024, closing a stake of 87 shares — an estimated $3.35K sold.

Reston Wealth Management first reported a position in LEMB in Q3 2024 and held it in 1 quarter. The position peaked at $3.35K in Q3 2024. 80 funds tracked by Wall St. Rank hold LEMB as of Q4 2024.

  • Reston Wealth Management reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 87 iShares JPMorgan EM Local Currency Bond ETF shares in Q4 2024, an estimated $3.35K.
  • Reston Wealth Management first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's iShares JPMorgan EM Local Currency Bond ETF position peaked at $3.35K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.