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 Q2	$244K	Hold	5,750	–	–	0.02%	229
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Tortoise Investment Management's LEMB Position: Q2 2026 in Review

Tortoise Investment Management held its iShares JPMorgan EM Local Currency Bond ETF (LEMB) position steady in Q2 2026 at 5,750 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #229.

Tortoise Investment Management first reported a position in LEMB in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.08M in Q3 2021. 126 funds tracked by Wall St. Rank hold LEMB as of Q2 2026.

Tortoise Investment Management held 5,750 shares of iShares JPMorgan EM Local Currency Bond ETF worth $244K as of Q2 2026.
Tortoise Investment Management left its iShares JPMorgan EM Local Currency Bond ETF share count unchanged in Q2 2026.
iShares JPMorgan EM Local Currency Bond ETF made up 0.02% of Tortoise Investment Management's portfolio in Q2 2026, its #229 holding.
Tortoise Investment Management first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q1 2021 and has held it in 22 quarters since.
Tortoise Investment Management's iShares JPMorgan EM Local Currency Bond ETF position peaked at $4.08M in Q3 2021.
126 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.