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 |
|