Viewpoint Investment Partners
LEMB icon

Viewpoint Investment Partners’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Viewpoint Investment Partners’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
Q3 		$1.39M Buy
33,000
+5,400
+20% +$231K 0.44% 47
2026
Q2 		$1.17M Sell
27,600
-4,100
-13% -$172K 0.4% 46
2026
Q1 		$1.29M Sell
31,700
-9,900
-24% -$415K 0.6% 43
2025
Q4 		$1.73M Sell
41,600
-6,400
-13% -$266K 0.82% 25
2025
Q3 		$1.94M Hold
48,000
– – 1.06% 21
2025
Q2 		$1.94M Sell
48,000
-11,100
-19% -$430K 1.06% 21
2025
Q1 		$2.21M Buy
59,100
+44,400
+302% +$1.64M 1.2% 8
2024
Q4 		$531K Sell
14,700
-28,000
-66% -$1.03M 0.69% 6
2024
Q3 		$1.64M Buy
42,700
+11,700
+38% +$434K 1.32% 6
2024
Q2 		$1.1M Sell
31,000
-4,800
-13% -$172K 0.97% 7
2024
Q1 		$1.29M Buy
35,800
+6,500
+22% +$235K 0.99% 8
2023
Q4 		$1.08M Buy
29,300
+1,500
+5% +$53.2K 0.75% 9
2023
Q3 		$968K Sell
27,800
-14,400
-34% -$526K 0.81% 8
2023
Q2 		$1.56M Buy
42,200
+6,800
+19% +$248K 0.98% 7
2023
Q1 		$1.28M Sell
35,400
-500
-1% -$17.7K 1.02% 7
2022
Q4 		$1.25M Sell
35,900
-67,958
-65% -$2.28M 1.22% 7
2022
Q3 		$3.36M Sell
103,858
-5,012
-5% -$169K 4% 6
2022
Q2 		$3.72M Sell
108,870
-11,403
-9% -$400K 4.23% 7
2022
Q1 		$4.72M Sell
120,273
-2,300
-2% -$88.4K 3.74% 6
2021
Q4 		$4.81M Sell
122,573
-60,282
-33% -$2.48M 2.72% 7
2021
Q3 		$7.75M Buy
182,855
+98,482
+117% +$4.25M 4.51% 5
2021
Q2 		$3.68M Buy
84,373
+76,640
+991% +$3.35M 2.42% 6
2021
Q1 		$329K Buy
+7,733
New +$342K 0.25% 10
2020
Q4 		– Sell
-5,503
Closed -$224K – 11
2020
Q3 		$224K Sell
5,503
-3,700
-40% -$155K 0.21% 10
2020
Q2 		$375K Sell
9,203
-2,110
-19% -$82.6K 0.35% 9
2020
Q1 		$424K Buy
11,313
+5,570
+97% +$234K 0.93% 7
2019
Q4 		$252K Sell
5,743
-8,121
-59% -$364K 0.27% 9
2019
Q3 		$613K Sell
13,864
-130,993
-90% -$5.94M 0.84% 5
2019
Q2 		$6.7M Sell
144,857
-32,040
-18% -$1.42M 6.87% 4
2019
Q1 		$7.76M Buy
176,897
+25,057
+17% +$1.12M 7% 4
2018
Q4 		$6.54M Buy
+151,840
New +$6.62M 11.14% 4

Other funds holding LEMB

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Checchi Capital Advisers
Checchi Capital Advisers Beverly Hills, California $2.07B AUM 16.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sterling Investment Advisors (Missouri)
Sterling Investment Advisors (Missouri) Bolivar, Missouri $228M AUM 9.82% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
LAM Group
LAM Group Lake Oswego, Oregon $199M AUM 14.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Walkner Condon Financial Advisors
Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return

Viewpoint Investment Partners's LEMB Position: Q3 2026 in Review

Viewpoint Investment Partners increased its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 20% in Q3 2026, buying an estimated $231K and bringing the position to 33,000 shares worth $1.39M. The position accounts for 0.44% of the portfolio, ranked #47.

Viewpoint Investment Partners first reported a position in LEMB in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.76M in Q1 2019. 89 funds tracked by Wall St. Rank hold LEMB as of Q3 2026.

  • Viewpoint Investment Partners held 33,000 shares of iShares JPMorgan EM Local Currency Bond ETF worth $1.39M as of Q3 2026.
  • Viewpoint Investment Partners bought 5,400 iShares JPMorgan EM Local Currency Bond ETF shares in Q3 2026, an estimated $231K.
  • iShares JPMorgan EM Local Currency Bond ETF made up 0.44% of Viewpoint Investment Partners's portfolio in Q3 2026, its #47 holding.
  • Viewpoint Investment Partners first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Viewpoint Investment Partners's iShares JPMorgan EM Local Currency Bond ETF position peaked at $7.76M in Q1 2019.
  • 89 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q3 2026.

Based on Viewpoint Investment Partners's 13F filing for Q3 2026, filed 26 Oct 2026.