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Sterling Investment Advisors (Missouri)’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Sterling Investment Advisors (Missouri)’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 		$12M Buy
282,195
+6,051
+2% +$254K 5.38% 6
2026
Q1 		$11.3M Buy
276,144
+1,530
+0.6% +$64.1K 5.41% 6
2025
Q4 		$11.4M Buy
274,614
+6,343
+2% +$264K 5.53% 6
2025
Q3 		$11.1M Buy
268,271
+206,280
+333% +$8.39M 5.48% 6
2025
Q2 		$11M Sell
61,991
-206,709
-77% -$8.02M 5.74% 5
2025
Q1 		$10.1M Buy
268,700
+9,582
+4% +$355K 5.67% 5
2024
Q4 		$9.35M Buy
259,118
+1,305
+0.5% +$48.1K 5.46% 6
2024
Q3 		$9.92M Buy
257,813
+6,482
+3% +$240K 5.58% 6
2024
Q2 		$8.96M Buy
251,331
+5,871
+2% +$211K 5.47% 6
2024
Q1 		$8.86M Buy
245,460
+5,451
+2% +$197K 5.19% 6
2023
Q4 		$8.81M Buy
240,009
+7,387
+3% +$262K 5.46% 5
2023
Q3 		$8.1M Buy
232,622
+6,053
+3% +$221K 5.17% 5
2023
Q2 		$8.39M Buy
226,569
+1,993
+0.9% +$72.8K 5.34% 5
2023
Q1 		$8.1M Buy
224,576
+8,311
+4% +$295K 5.24% 5
2022
Q4 		$7.51M Sell
216,265
-7,261
-3% -$244K 5.13% 6
2022
Q3 		$7.22M Sell
223,526
-11,094
-5% -$374K 5.42% 7
2022
Q2 		$8.02M Buy
234,620
+872
+0.4% +$30.6K 5.5% 7
2022
Q1 		$8.63M Buy
233,748
+5,792
+3% +$223K 5.11% 8
2021
Q4 		$8.94M Buy
227,956
+19,619
+9% +$807K 5.09% 7
2021
Q3 		$8.82M Buy
208,337
+8,616
+4% +$372K 5.3% 8
2021
Q2 		$8.72M Buy
199,721
+7,431
+4% +$325K 5.28% 7
2021
Q1 		$8.19M Buy
192,290
+11,723
+6% +$518K 5.19% 8
2020
Q4 		$8.17M Buy
180,567
+9,582
+6% +$415K 5.41% 7
2020
Q3 		$7.15M Buy
170,985
+51,293
+43% +$2.15M 5.46% 6
2020
Q2 		$4.88M Buy
119,692
+8,959
+8% +$351K 3.92% 7
2020
Q1 		$4.15M Buy
110,733
+3,987
+4% +$167K 3.84% 9
2019
Q4 		$4.68M Buy
106,746
+7,652
+8% +$343K 3.6% 9
2019
Q3 		$4.38M Buy
99,094
+1,609
+2% +$73K 3.48% 10
2019
Q2 		$4.51M Buy
97,485
+1,831
+2% +$81K 3.59% 10
2019
Q1 		$4.19M Sell
95,654
-20
-0% -$891 3.43% 10
2018
Q4 		$4.12M Buy
95,674
+3,695
+4% +$161K 3.66% 10
2018
Q3 		$3.97M Buy
91,979
+12,483
+16% +$545K 3.24% 13
2018
Q2 		$3.53M Buy
79,496
+4,451
+6% +$210K 2.98% 13
2018
Q1 		$3.78M Buy
75,045
+702
+0.9% +$35K 3.12% 11
2017
Q4 		$3.58M Buy
74,343
+4,260
+6% +$202K 2.96% 12
2017
Q3 		$3.38M Buy
70,083
+2,263
+3% +$109K 2.88% 12
2017
Q2 		$3.16M Buy
67,820
+5,775
+9% +$267K 2.88% 12
2017
Q1 		$2.82M Buy
62,045
+5,246
+9% +$233K 2.7% 13
2016
Q4 		$2.43M Buy
56,799
+6,053
+12% +$265K 2.51% 17
2016
Q3 		$2.33M Buy
50,746
+22,031
+77% +$999K 2.38% 18
2016
Q2 		$1.29M Sell
28,715
-451
-2% -$19.6K 1.32% 22
2016
Q1 		$1.27M Buy
29,166
+1,583
+6% +$64K 1.34% 22
2015
Q4 		$1.11M Buy
27,583
+3,962
+17% +$162K 1.2% 23
2015
Q3 		$938K Sell
23,621
-5,795
-20% -$240K 1.07% 23
2015
Q2 		$1.28M Sell
29,416
-1,112
-4% -$49.6K 1.36% 22
2015
Q1 		$1.34M Buy
30,528
+4,872
+19% +$219K 1.35% 22
2014
Q4 		$1.18M Buy
+25,656
New +$1.22M 1.22% 22

Other funds holding LEMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s LEMB Position: Q2 2026 in Review

Sterling Investment Advisors (Missouri) increased its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 2.2% in Q2 2026, buying an estimated $254K and bringing the position to 282,195 shares worth $12M. The position accounts for 5.38% of the portfolio, ranked #6.

Sterling Investment Advisors (Missouri) first reported a position in LEMB in Q4 2014 and has held it in 47 quarters since. 70 funds tracked by Wall St. Rank hold LEMB as of Q2 2026.

  • Sterling Investment Advisors (Missouri) held 282,195 shares of iShares JPMorgan EM Local Currency Bond ETF worth $12M as of Q2 2026.
  • Sterling Investment Advisors (Missouri) bought 6,051 iShares JPMorgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $254K.
  • iShares JPMorgan EM Local Currency Bond ETF made up 5.38% of Sterling Investment Advisors (Missouri)'s portfolio in Q2 2026, its #6 holding.
  • Sterling Investment Advisors (Missouri) first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2014 and has held it in 47 quarters since.
  • 70 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2026.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.