Trivium Point Advisory’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Trivium Point Advisory’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	$401K	Buy	9,450 +700	+8%	+$29.4K	0.04%	273
2026 Q1	$357K	Buy	8,750 +2,650	+43%	+$111K	0.06%	221
2025 Q4	$254K	Hold	6,100	–	–	0.03%	305
2025 Q3	$251K	Hold	6,100	–	–	0.03%	314
2025 Q2	$246K	Hold	6,100	–	–	0.03%	309
2025 Q1	$229K	Buy	+6,100	New	+$226K	0.03%	317

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

Trivium Point Advisory's LEMB Position: Q2 2026 in Review

Trivium Point Advisory increased its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 8% in Q2 2026, buying an estimated $29.4K and bringing the position to 9,450 shares worth $401K. The position accounts for 0.04% of the portfolio, ranked #273.

Trivium Point Advisory first reported a position in LEMB in Q1 2025 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold LEMB as of Q2 2026.

Trivium Point Advisory held 9,450 shares of iShares JPMorgan EM Local Currency Bond ETF worth $401K as of Q2 2026.
Trivium Point Advisory bought 700 iShares JPMorgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $29.4K.
iShares JPMorgan EM Local Currency Bond ETF made up 0.04% of Trivium Point Advisory's portfolio in Q2 2026, its #273 holding.
Trivium Point Advisory first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q1 2025 and has held it in 6 quarters since.
127 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.