Wealth Enhancement Advisory Services
LEMB icon

Wealth Enhancement Advisory Services’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.29M Buy
30,396
+2,622
+9% +$110K ﹤0.01% 1885
2026
Q1 		$1.14M Sell
27,774
-7,575
-21% -$318K ﹤0.01% 1715
2025
Q4 		$1.48M Buy
35,349
+3,428
+11% +$143K ﹤0.01% 1706
2025
Q3 		$1.31M Buy
31,921
+2,593
+9% +$105K ﹤0.01% 1701
2025
Q2 		$1.19M Buy
29,328
+4,959
+20% +$192K ﹤0.01% 1649
2025
Q1 		$913K Sell
24,369
-536
-2% -$19.8K ﹤0.01% 1643
2024
Q4 		$899K Buy
24,905
+2,927
+13% +$108K ﹤0.01% 1607
2024
Q3 		$845K Buy
21,978
+6,889
+46% +$255K ﹤0.01% 1491
2024
Q2 		$538K Sell
15,089
-54
-0.4% -$1.94K ﹤0.01% 1605
2024
Q1 		$546K Sell
15,143
-8
-0.1% -$289 ﹤0.01% 1529
2023
Q4 		$556K Sell
15,151
-1,402
-8% -$49.7K ﹤0.01% 1439
2023
Q3 		$577K Buy
+16,553
New +$604K ﹤0.01% 1353
2023
Q2 		– Sell
-32,724
Closed -$1.18M – 547
2023
Q1 		$1.18M Sell
32,724
-424,271
-93% -$15M 0.01% 287
2022
Q4 		$16.4M Sell
456,995
-15,591
-3% -$523K 0.21% 64
2022
Q3 		$15.3M Buy
472,586
+47,940
+11% +$1.62M 0.22% 65
2022
Q2 		$14.2M Buy
424,646
+14,650
+4% +$514K 0.2% 64
2022
Q1 		$15.2M Buy
409,996
+15,408
+4% +$592K 0.2% 60
2021
Q4 		$15.6M Buy
394,588
+42,199
+12% +$1.73M 0.22% 54
2021
Q3 		$14.8M Buy
352,389
+41,053
+13% +$1.77M 0.22% 55
2021
Q2 		$13.5M Buy
311,336
+12,884
+4% +$563K 0.22% 55
2021
Q1 		$12.8M Buy
298,452
+25,837
+9% +$1.14M 0.23% 58
2020
Q4 		$12.2M Buy
272,615
+35,488
+15% +$1.54M 0.28% 43
2020
Q3 		$10M Buy
237,127
+13,928
+6% +$585K 0.26% 43
2020
Q2 		$9.41M Buy
223,199
+34,317
+18% +$1.34M 0.27% 43
2020
Q1 		$7.16M Buy
188,882
+117,825
+166% +$4.94M 0.26% 50
2019
Q4 		$3.12M Buy
71,057
+10,324
+17% +$463K 0.11% 85
2019
Q3 		$2.75M Buy
60,733
+39,300
+183% +$1.78M 0.11% 82
2019
Q2 		$1M Buy
21,433
+15,333
+251% +$678K 0.04% 161
2019
Q1 		$271K Buy
+6,100
New +$272K 0.02% 172

Other funds holding LEMB

SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
BFS
Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return