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Strategic Financial Planning’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Strategic Financial Planning’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 		$954K Buy
+22,524
New +$946K 0.5% 29
2026
Q1 		– Sell
-23,308
Closed -$967K – 41
2025
Q4 		$967K Buy
23,308
+512
+2% +$21.3K 0.55% 29
2025
Q3 		$939K Sell
22,796
-197
-0.9% -$8.01K 0.54% 27
2025
Q2 		$928K Sell
22,993
-154
-0.7% -$5.97K 0.58% 27
2025
Q1 		$867K Sell
23,147
-652
-3% -$24.1K 0.6% 26
2024
Q4 		$859K Sell
23,799
-379
-2% -$14K 0.59% 26
2024
Q3 		$930K Buy
24,178
+239
+1% +$8.86K 0.61% 26
2024
Q2 		$853K Buy
23,939
+1,532
+7% +$55K 0.62% 25
2024
Q1 		$808K Sell
22,407
-183
-0.8% -$6.61K 0.6% 25
2023
Q4 		$830K Buy
22,590
+1,231
+6% +$43.6K 0.65% 25
2023
Q3 		$744K Sell
21,359
-323
-1% -$11.8K 0.69% 24
2023
Q2 		$803K Sell
21,682
-1,415
-6% -$51.7K 0.71% 24
2023
Q1 		$833K Sell
23,097
-593
-3% -$21K 0.76% 24
2022
Q4 		$822K Sell
23,690
-72
-0.3% -$2.42K 0.8% 24
2022
Q3 		$768K Sell
23,762
-469
-2% -$15.8K 0.8% 23
2022
Q2 		$828K Buy
24,231
+349
+1% +$12.3K 0.8% 22
2022
Q1 		$882K Sell
23,882
-719
-3% -$27.6K 0.73% 25
2021
Q4 		$965K Buy
24,601
+998
+4% +$41K 0.69% 24
2021
Q3 		$1M Buy
23,603
+501
+2% +$21.6K 0.73% 21
2021
Q2 		$1.01M Buy
23,102
+221
+1% +$9.66K 0.73% 21
2021
Q1 		$974K Buy
22,881
+2,425
+12% +$107K 0.73% 21
2020
Q4 		$926K Buy
20,456
+1,143
+6% +$49.6K 0.81% 21
2020
Q3 		$808K Buy
19,313
+468
+2% +$19.6K 0.84% 21
2020
Q2 		$769K Buy
18,845
+963
+5% +$37.7K 0.86% 22
2020
Q1 		$670K Sell
17,882
-2,429
-12% -$102K 0.89% 20
2019
Q4 		$891K Buy
+20,311
New +$911K 0.87% 19

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
PCIG
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 22.96% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Strategic Financial Planning's LEMB Position: Q2 2026 in Review

Strategic Financial Planning opened a new position in iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q2 2026: 22,524 shares worth $954K. The stake represents 0.5% of the portfolio and ranks #29 among its holdings. This is a return to the name: Strategic Financial Planning previously reported a position in LEMB as recently as Q4 2025.

Strategic Financial Planning first reported a position in LEMB in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.01M in Q2 2021. 127 funds tracked by Wall St. Rank hold LEMB as of Q2 2026.

  • Strategic Financial Planning held 22,524 shares of iShares JPMorgan EM Local Currency Bond ETF worth $954K as of Q2 2026.
  • iShares JPMorgan EM Local Currency Bond ETF was a new Strategic Financial Planning position in Q2 2026.
  • iShares JPMorgan EM Local Currency Bond ETF made up 0.5% of Strategic Financial Planning's portfolio in Q2 2026, its #29 holding.
  • Strategic Financial Planning first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Strategic Financial Planning's iShares JPMorgan EM Local Currency Bond ETF position peaked at $1.01M in Q2 2021.
  • 127 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.