Walkner Condon Financial Advisors’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Walkner Condon Financial Advisors’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	$4.19M	Buy	98,812 +12,325	+14%	+$518K	0.48%	44
2026 Q1	$3.53M	Buy	86,487 +67,137	+347%	+$2.81M	0.47%	49
2025 Q4	$804K	Buy	19,350 +1,096	+6%	+$45.6K	0.11%	130
2025 Q3	$752K	Buy	18,254 +601	+3%	+$24.4K	0.12%	128
2025 Q2	$712K	Buy	17,653 +597	+4%	+$23.2K	0.13%	120
2025 Q1	$639K	Sell	17,056 -446	-3%	-$16.5K	0.13%	123
2024 Q4	$632K	Sell	17,502 -8,293	-32%	-$306K	0.13%	135
2024 Q3	$992K	Buy	25,795 +603	+2%	+$22.4K	0.2%	97
2024 Q2	$899K	Sell	25,192 -388	-2%	-$13.9K	0.19%	103
2024 Q1	$922K	Buy	25,580 +1,661	+7%	+$60K	0.2%	102
2023 Q4	$878K	Buy	23,919 +2,008	+9%	+$71.2K	0.2%	103
2023 Q3	$763K	Buy	21,911 +6,128	+39%	+$224K	0.2%	102
2023 Q2	$584K	Sell	15,783 -73	-0.5%	-$2.67K	0.15%	113
2023 Q1	$572K	Buy	15,856 +1,213	+8%	+$43K	0.16%	116
2022 Q4	$508K	Buy	14,643 +1,630	+13%	+$54.7K	0.15%	122
2022 Q3	$421K	Buy	13,013 +5,023	+63%	+$169K	0.14%	133
2022 Q2	$273K	Buy	7,990 +2,308	+41%	+$81.1K	0.09%	186
2022 Q1	$210K	Buy	+5,682	New	+$218K	0.06%	208

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

Walkner Condon Financial Advisors's LEMB Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 14% in Q2 2026, buying an estimated $518K and bringing the position to 98,812 shares worth $4.19M. The position accounts for 0.48% of the portfolio, ranked #44.

Walkner Condon Financial Advisors first reported a position in LEMB in Q1 2022 and has held it in 18 quarters since. 127 funds tracked by Wall St. Rank hold LEMB as of Q2 2026.

Walkner Condon Financial Advisors held 98,812 shares of iShares JPMorgan EM Local Currency Bond ETF worth $4.19M as of Q2 2026.
Walkner Condon Financial Advisors bought 12,325 iShares JPMorgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $518K.
iShares JPMorgan EM Local Currency Bond ETF made up 0.48% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #44 holding.
Walkner Condon Financial Advisors first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q1 2022 and has held it in 18 quarters since.
127 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.