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Tanager Wealth Management’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Tanager Wealth Management’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
2025
Q4 		– Sell
-8,253
Closed -$340K – 141
2025
Q3 		$340K Sell
8,253
-4,115
-33% -$167K 0.04% 95
2025
Q2 		$500K Sell
12,368
-3,056
-20% -$119K 0.06% 77
2025
Q1 		$578K Sell
15,424
-5,604
-27% -$208K 0.08% 61
2024
Q4 		$759K Sell
21,028
-8,829
-30% -$326K 0.1% 52
2024
Q3 		$1.15M Sell
29,857
-877
-3% -$32.5K 0.15% 36
2024
Q2 		$1.1M Sell
30,734
-2,697
-8% -$96.8K 0.16% 35
2024
Q1 		$1.21M Sell
33,431
-5,917
-15% -$214K 0.19% 35
2023
Q4 		$1.44M Sell
39,348
-7,779
-17% -$276K 0.26% 34
2023
Q3 		$1.64M Sell
47,127
-8,829
-16% -$322K 0.34% 32
2023
Q2 		$2.07M Sell
55,956
-4,040
-7% -$148K 0.45% 31
2023
Q1 		$2.16M Sell
59,996
-3,190
-5% -$113K 0.51% 30
2022
Q4 		$2.19M Buy
63,186
+53,966
+585% +$1.81M 0.59% 28
2022
Q3 		$298K Sell
9,220
-9,690
-51% -$327K 0.24% 32
2022
Q2 		$646K Buy
+18,910
New +$664K 0.53% 24

Other funds holding LEMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Tanager Wealth Management's LEMB Position: Q4 2025 in Review

Tanager Wealth Management sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q4 2025, closing a stake of 8,253 shares — an estimated $340K sold.

Tanager Wealth Management first reported a position in LEMB in Q2 2022 and held it in 14 quarters. The position peaked at $2.19M in Q4 2022. 109 funds tracked by Wall St. Rank hold LEMB as of Q4 2025.

  • Tanager Wealth Management reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Tanager Wealth Management sold 8,253 iShares JPMorgan EM Local Currency Bond ETF shares in Q4 2025, an estimated $340K.
  • Tanager Wealth Management first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2022 and held it in 14 quarters.
  • Tanager Wealth Management's iShares JPMorgan EM Local Currency Bond ETF position peaked at $2.19M in Q4 2022.
  • 109 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q4 2025.

Based on Tanager Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.