Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Steward Partners Investment Advisory’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 		$26.4K Hold
623
– – ﹤0.01% 3286
2026
Q1 		$25.4K Hold
623
– – ﹤0.01% 3119
2025
Q4 		$25.9K Sell
623
-189
-23% -$7.86K ﹤0.01% 3029
2025
Q3 		$33.5K Sell
812
-60
-7% -$2.44K ﹤0.01% 2810
2025
Q2 		$35.2K Hold
872
– – ﹤0.01% 2651
2025
Q1 		$32.7K Sell
872
-1,601
-65% -$59.3K ﹤0.01% 2592
2024
Q4 		$89.2K Sell
2,473
-1,219
-33% -$45K ﹤0.01% 2038
2024
Q3 		$142K Sell
3,692
-3,578
-49% -$133K ﹤0.01% 1695
2024
Q2 		$259K Sell
7,270
-10,390
-59% -$373K ﹤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% +$104K 0.01% 895
2023
Q3 		$498K Buy
14,285
+13,850
+3,184% +$506K 0.01% 922
2023
Q2 		$16.1K Hold
435
– – ﹤0.01% 2390
2023
Q1 		$15.7K Sell
435
-15
-3% -$532 ﹤0.01% 2357
2022
Q4 		$15.6K Sell
450
-6,023
-93% -$202K ﹤0.01% 2361
2022
Q3 		$209K Hold
6,473
– – ﹤0.01% 1182
2022
Q2 		$221K Buy
6,473
+189
+3% +$6.64K ﹤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% +$12.9K ﹤0.01% 1150
2021
Q2 		$261K Hold
5,986
– – ﹤0.01% 1350
2021
Q1 		$255K Hold
5,986
– – ﹤0.01% 1179
2020
Q4 		$271K Buy
+5,986
New +$260K 0.01% 952

Other funds holding LEMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
Partners Capital Investment Group
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Steward Partners Investment Advisory's LEMB Position: Q2 2026 in Review

Steward Partners Investment Advisory held its iShares JPMorgan EM Local Currency Bond ETF (LEMB) position steady in Q2 2026 at 623 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3286.

Steward Partners Investment Advisory first reported a position in LEMB in Q4 2020 and has held it in 23 quarters since. The position peaked at $637K in Q1 2024. 127 funds tracked by Wall St. Rank hold LEMB as of Q2 2026.

  • Steward Partners Investment Advisory held 623 shares of iShares JPMorgan EM Local Currency Bond ETF worth $26.4K as of Q2 2026.
  • Steward Partners Investment Advisory left its iShares JPMorgan EM Local Currency Bond ETF share count unchanged in Q2 2026.
  • iShares JPMorgan EM Local Currency Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3286 holding.
  • Steward Partners Investment Advisory first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Steward Partners Investment Advisory's iShares JPMorgan EM Local Currency Bond ETF position peaked at $637K in Q1 2024.
  • 127 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.