Steward Partners Investment Advisory’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.2K | Hold |
872
| – | – | ﹤0.01% | 2651 |
|
|
2025
Q1 | $32.7K | Sell |
872
-1,601
| -65% | -$60K | ﹤0.01% | 2592 |
|
|
2024
Q4 | $89.2K | Sell |
2,473
-1,219
| -33% | -$44K | ﹤0.01% | 2038 |
|
|
2024
Q3 | $142K | Sell |
3,692
-3,578
| -49% | -$138K | ﹤0.01% | 1695 |
|
|
2024
Q2 | $259K | Sell |
7,270
-10,390
| -59% | -$370K | ﹤0.01% | 1329 |
|
|
2024
Q1 | $637K | Buy |
17,660
+446
| +3% | +$16.1K | 0.01% | 958 |
|
|
2023
Q4 | $632K | Buy |
17,214
+2,929
| +21% | +$108K | 0.01% | 895 |
|
|
2023
Q3 | $498K | Buy |
14,285
+13,850
| +3,184% | +$482K | 0.01% | 922 |
|
|
2023
Q2 | $16.1K | Hold |
435
| – | – | ﹤0.01% | 2390 |
|
|
2023
Q1 | $15.7K | Sell |
435
-15
| -3% | -$541 | ﹤0.01% | 2357 |
|
|
2022
Q4 | $15.6K | Sell |
450
-6,023
| -93% | -$209K | ﹤0.01% | 2361 |
|
|
2022
Q3 | $209K | Hold |
6,473
| – | – | ﹤0.01% | 1182 |
|
|
2022
Q2 | $221K | Buy |
6,473
+189
| +3% | +$6.45K | ﹤0.01% | 1175 |
|
|
2022
Q1 | $232K | Hold |
6,284
| – | – | ﹤0.01% | 1238 |
|
|
2021
Q4 | $246K | Hold |
6,284
| – | – | ﹤0.01% | 1224 |
|
|
2021
Q3 | $266K | Buy |
6,284
+298
| +5% | +$12.6K | ﹤0.01% | 1150 |
|
|
2021
Q2 | $261K | Hold |
5,986
| – | – | ﹤0.01% | 1349 |
|
|
2021
Q1 | $255K | Hold |
5,986
| – | – | ﹤0.01% | 1179 |
|
|
2020
Q4 | $271K | Buy |
+5,986
| New | +$271K | 0.01% | 952 |
|