Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
TWM
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
Shares
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
New York
$5.72T AUM
30.48%
1-Year Est. Return
Schroder Investment Management Group
London, United Kingdom
$122B AUM
29.27%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
CCA
Checchi Capital Advisers
Beverly Hills, California
$1.98B AUM
19.17%
1-Year Est. Return
PCIG
Partners Capital Investment Group
Boston, Massachusetts
$2.65B AUM
16.42%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
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
$884M AUM
5.86%
1-Year Est. Return
Calamos Advisors
Naperville, Illinois
$28.2B AUM
21.78%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close