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 Q3	$1.31M	Buy	30,894 +498	+2%	+$21.3K	﹤0.01%	1990
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

LAA

Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

MWML

M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BFS

Beacon Financial Strategies Raleigh, North Carolina $203M AUM 12.07% 1-Year Est. Return

Wealth Enhancement Advisory Services's LEMB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 1.6% in Q3 2026, buying an estimated $21.3K and bringing the position to 30,894 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

Wealth Enhancement Advisory Services first reported a position in LEMB in Q1 2019 and has held it in 30 quarters since. The position peaked at $16.4M in Q4 2022. 11 funds tracked by Wall St. Rank hold LEMB as of Q3 2026.

Wealth Enhancement Advisory Services held 30,894 shares of iShares JPMorgan EM Local Currency Bond ETF worth $1.31M as of Q3 2026.
Wealth Enhancement Advisory Services bought 498 iShares JPMorgan EM Local Currency Bond ETF shares in Q3 2026, an estimated $21.3K.
iShares JPMorgan EM Local Currency Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1990 holding.
Wealth Enhancement Advisory Services first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q1 2019 and has held it in 30 quarters since.
Wealth Enhancement Advisory Services's iShares JPMorgan EM Local Currency Bond ETF position peaked at $16.4M in Q4 2022.
11 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.