Advocacy Wealth Management Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.71M Buy
83,256
+1,944
+2% +$180K 0.47% 32
2025
Q1
$7.37M Buy
81,312
+5,168
+7% +$468K 0.5% 31
2024
Q4
$6.78M Buy
76,144
+3,592
+5% +$320K 0.52% 25
2024
Q3
$6.79M Buy
72,552
+5,768
+9% +$540K 0.53% 21
2024
Q2
$5.91M Buy
66,784
+3,705
+6% +$328K 0.49% 27
2024
Q1
$5.66M Buy
63,079
+15,105
+31% +$1.35M 0.49% 28
2023
Q4
$4.27M Buy
+47,974
New +$4.27M 0.41% 35
2022
Q1
Sell
-9
Closed -$1K 198
2021
Q4
$1K Buy
+9
New +$1K ﹤0.01% 160
2016
Q4
Sell
-48
Closed -$6K 326
2016
Q3
$6K Sell
48
-7
-13% -$875 ﹤0.01% 306
2016
Q2
$6K Buy
+55
New +$6K ﹤0.01% 333