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

Vance Wealth’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
Q3 		– Sell
-5,152
Closed -$208K – 120
2025
Q2 		$208K Buy
+5,152
New +$200K 0.07% 114

Other funds holding LEMB

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
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vance Wealth's LEMB Position: Q3 2025 in Review

Vance Wealth sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q3 2025, closing a stake of 5,152 shares — an estimated $208K sold.

Vance Wealth first reported a position in LEMB in Q2 2025 and held it in 1 quarter. The position peaked at $208K in Q2 2025. 91 funds tracked by Wall St. Rank hold LEMB as of Q3 2025.

  • Vance Wealth reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Vance Wealth sold 5,152 iShares JPMorgan EM Local Currency Bond ETF shares in Q3 2025, an estimated $208K.
  • Vance Wealth first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2025 and held it in 1 quarter.
  • Vance Wealth's iShares JPMorgan EM Local Currency Bond ETF position peaked at $208K in Q2 2025.
  • 91 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q3 2025.

Based on Vance Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.