AWA
Aletheian Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
13,552
+829
| +7% | +$76.8K | 0.62% | 33 |
|
|
2025
Q1 | $1.15M | Buy |
12,723
+730
| +6% | +$66.1K | 0.65% | 31 |
|
|
2024
Q4 | $1.07M | Buy |
11,993
+61
| +0.5% | +$5.43K | 0.63% | 33 |
|
|
2024
Q3 | $1.12M | Buy |
11,932
+654
| +6% | +$61.2K | 0.65% | 30 |
|
|
2024
Q2 | $998K | Buy |
11,278
+306
| +3% | +$27.1K | 0.53% | 44 |
|
|
2024
Q1 | $984K | Buy |
10,972
+940
| +9% | +$84.3K | 0.53% | 44 |
|
|
2023
Q4 | $893K | Buy |
10,032
+638
| +7% | +$56.8K | 0.59% | 42 |
|
|
2023
Q3 | $775K | Sell |
9,394
-611
| -6% | -$50.4K | 0.59% | 45 |
|
|
2023
Q2 | $866K | Buy |
10,005
+1,057
| +12% | +$91.5K | 0.59% | 43 |
|
|
2023
Q1 | $772K | Sell |
8,948
-8,111
| -48% | -$700K | 0.68% | 29 |
|
|
2022
Q4 | $1.44M | Buy |
17,059
+2,000
| +13% | +$169K | 1.25% | 20 |
|
|
2022
Q3 | $1.2M | Sell |
15,059
-497
| -3% | -$39.5K | 1.36% | 22 |
|
|
2022
Q2 | $1.33M | Buy |
15,556
+2,148
| +16% | +$183K | 1.35% | 23 |
|
|
2022
Q1 | $1.31M | Buy |
13,408
+891
| +7% | +$87.1K | 1.24% | 23 |
|
|
2021
Q4 | $1.37M | Buy |
+12,517
| New | +$1.37M | 1.34% | 17 |
|