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Whitcomb & Hess’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Whitcomb & Hess’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 		$660K Hold
15,559
– – 0.14% 38
2026
Q1 		$635K Buy
15,559
+465
+3% +$19.5K 0.15% 36
2025
Q4 		$630K Buy
15,094
+80
+0.5% +$3.33K 0.15% 36
2025
Q3 		$619K Sell
15,014
-425
-3% -$17.3K 0.16% 36
2025
Q2 		$624K Sell
15,439
-286
-2% -$11.1K 0.18% 33
2025
Q1 		$589K Buy
15,725
+364
+2% +$13.5K 0.18% 33
2024
Q4 		$554K Buy
15,361
+3,870
+34% +$143K 0.17% 33
2024
Q3 		$442K Sell
11,491
-23
-0.2% -$853 0.13% 36
2024
Q2 		$410K Buy
11,514
+167
+1% +$5.99K 0.13% 36
2024
Q1 		$409K Buy
11,347
+88
+0.8% +$3.18K 0.13% 36
2023
Q4 		$413K Buy
+11,259
New +$399K 0.14% 33
2023
Q3 		– Sell
-5,706
Closed -$211K – 45
2023
Q2 		$211K Sell
5,706
-163
-3% -$5.95K 0.08% 40
2023
Q1 		$212K Sell
5,869
-23
-0.4% -$816 0.08% 39
2022
Q4 		$205K Buy
+5,892
New +$198K 0.08% 36

Other funds holding LEMB

Bank of New York Mellon
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 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
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Whitcomb & Hess's LEMB Position: Q2 2026 in Review

Whitcomb & Hess held its iShares JPMorgan EM Local Currency Bond ETF (LEMB) position steady in Q2 2026 at 15,559 shares worth $660K. The position accounts for 0.14% of the portfolio, ranked #38.

Whitcomb & Hess first reported a position in LEMB in Q4 2022 and has held it in 14 quarters since. 66 funds tracked by Wall St. Rank hold LEMB as of Q2 2026.

  • Whitcomb & Hess held 15,559 shares of iShares JPMorgan EM Local Currency Bond ETF worth $660K as of Q2 2026.
  • Whitcomb & Hess left its iShares JPMorgan EM Local Currency Bond ETF share count unchanged in Q2 2026.
  • iShares JPMorgan EM Local Currency Bond ETF made up 0.14% of Whitcomb & Hess's portfolio in Q2 2026, its #38 holding.
  • Whitcomb & Hess first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 66 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2026.

Based on Whitcomb & Hess's 13F filing for Q2 2026, filed 8 Jul 2026.