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Tortoise Investment Management’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Tortoise Investment 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
2026
Q1 		$235K Hold
5,750
– – 0.02% 221
2025
Q4 		$239K Hold
5,750
– – 0.02% 215
2025
Q3 		$237K Hold
5,750
– – 0.02% 213
2025
Q2 		$232K Hold
5,750
– – 0.02% 207
2025
Q1 		$215K Hold
5,750
– – 0.02% 207
2024
Q4 		$208K Sell
5,750
-2,500
-30% -$92.2K 0.02% 216
2024
Q3 		$317K Hold
8,250
– – 0.03% 183
2024
Q2 		$294K Sell
8,250
-5,540
-40% -$199K 0.03% 179
2024
Q1 		$497K Sell
13,790
-6,250
-31% -$226K 0.06% 152
2023
Q4 		$736K Sell
20,040
-2,195
-10% -$77.8K 0.1% 125
2023
Q3 		$774K Sell
22,235
-1,810
-8% -$66.1K 0.12% 117
2023
Q2 		$890K Sell
24,045
-135
-0.6% -$4.93K 0.13% 113
2023
Q1 		$872K Sell
24,180
-720
-3% -$25.5K 0.14% 109
2022
Q4 		$864K Sell
24,900
-1,500
-6% -$50.4K 0.15% 106
2022
Q3 		$853K Sell
26,400
-1,625
-6% -$54.8K 0.17% 98
2022
Q2 		$958K Sell
28,025
-7,066
-20% -$248K 0.19% 94
2022
Q1 		$1.29M Sell
35,091
-45,998
-57% -$1.77M 0.24% 78
2021
Q4 		$3.18M Sell
81,089
-15,179
-16% -$624K 0.6% 34
2021
Q3 		$4.08M Buy
96,268
+7,588
+9% +$328K 0.82% 33
2021
Q2 		$3.87M Buy
88,680
+58,827
+197% +$2.57M 0.8% 33
2021
Q1 		$1.27M Buy
+29,853
New +$1.32M 0.28% 64

Other funds holding LEMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tortoise Investment Management's LEMB Position: Q1 2026 in Review

Tortoise Investment Management held its iShares JPMorgan EM Local Currency Bond ETF (LEMB) position steady in Q1 2026 at 5,750 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #221.

Tortoise Investment Management first reported a position in LEMB in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.08M in Q3 2021. 127 funds tracked by Wall St. Rank hold LEMB as of Q1 2026.

  • Tortoise Investment Management held 5,750 shares of iShares JPMorgan EM Local Currency Bond ETF worth $235K as of Q1 2026.
  • Tortoise Investment Management left its iShares JPMorgan EM Local Currency Bond ETF share count unchanged in Q1 2026.
  • iShares JPMorgan EM Local Currency Bond ETF made up 0.02% of Tortoise Investment Management's portfolio in Q1 2026, its #221 holding.
  • Tortoise Investment Management first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Tortoise Investment Management's iShares JPMorgan EM Local Currency Bond ETF position peaked at $4.08M in Q3 2021.
  • 127 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.