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

WBH 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	$402K	Buy	9,465 +147	+2%	+$6.17K	0.03%	284
2026 Q1	$382K	Sell	9,318 -64	-0.7%	-$2.68K	0.03%	268
2025 Q4	$390K	Buy	+9,382	New	+$390K	0.03%	260
2023 Q4	–	Sell	-9,809	Closed	-$342K	–	309
2023 Q3	$342K	Sell	9,809 -24,793	-72%	-$905K	0.04%	242
2023 Q2	$1.28M	Buy	34,602 +285	+0.8%	+$10.4K	0.15%	128
2023 Q1	$1.24M	Buy	+34,317	New	+$1.22M	0.15%	133

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

WBH Advisory's LEMB Position: Q2 2026 in Review

WBH Advisory increased its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 1.6% in Q2 2026, buying an estimated $6.17K and bringing the position to 9,465 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #284.

WBH Advisory first reported a position in LEMB in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.28M in Q2 2023. 127 funds tracked by Wall St. Rank hold LEMB as of Q2 2026.

WBH Advisory held 9,465 shares of iShares JPMorgan EM Local Currency Bond ETF worth $402K as of Q2 2026.
WBH Advisory bought 147 iShares JPMorgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $6.17K.
iShares JPMorgan EM Local Currency Bond ETF made up 0.03% of WBH Advisory's portfolio in Q2 2026, its #284 holding.
WBH Advisory first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q1 2023 and has held it in 6 quarters since.
WBH Advisory's iShares JPMorgan EM Local Currency Bond ETF position peaked at $1.28M in Q2 2023.
127 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.