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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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