Alliance Wealth Advisors (Utah)’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 | – | Sell |
-26,675
| Closed | -$2.42M | – | 277 |
|
|
2025
Q1 | $2.42M | Sell |
26,675
-5,093
| -16% | -$461K | 0.63% | 53 |
|
|
2024
Q4 | $2.83M | Sell |
31,768
-7,411
| -19% | -$660K | 0.73% | 49 |
|
|
2024
Q3 | $3.67M | Sell |
39,179
-3,738
| -9% | -$350K | 0.96% | 30 |
|
|
2024
Q2 | $3.8M | Sell |
42,917
-2,307
| -5% | -$204K | 1.11% | 22 |
|
|
2024
Q1 | $4.06M | Sell |
45,224
-860
| -2% | -$77.1K | 1.21% | 17 |
|
|
2023
Q4 | $4.1M | Buy |
+46,084
| New | +$4.1M | 1.38% | 13 |
|
|
2023
Q3 | – | Sell |
-48,818
| Closed | -$4.22M | – | 223 |
|
|
2023
Q2 | $4.22M | Buy |
+48,818
| New | +$4.22M | 1.57% | 11 |
|
|
2023
Q1 | – | Sell |
-47,990
| Closed | -$4.06M | – | 225 |
|
|
2022
Q4 | $4.06M | Buy |
+47,990
| New | +$4.06M | 1.82% | 9 |
|