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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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