Arkadios Wealth Advisors’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 | $442K | Buy |
4,767
+472
| +11% | +$43.7K | 0.01% | 879 |
|
|
2025
Q1 | $389K | Buy |
4,295
+1,460
| +51% | +$132K | 0.01% | 798 |
|
|
2024
Q4 | $252K | Sell |
2,835
-322
| -10% | -$28.7K | 0.01% | 783 |
|
|
2024
Q3 | $295K | Buy |
3,157
+274
| +10% | +$25.6K | 0.02% | 708 |
|
|
2024
Q2 | $255K | Buy |
+2,883
| New | +$255K | 0.02% | 686 |
|
|
2021
Q4 | – | Sell |
-1,031
| Closed | -$113K | – | 899 |
|
|
2021
Q3 | $113K | Buy |
1,031
+129
| +14% | +$14.1K | 0.02% | 657 |
|
|
2021
Q2 | $101K | Buy |
902
+201
| +29% | +$22.5K | 0.01% | 717 |
|
|
2021
Q1 | $76K | Buy |
701
+16
| +2% | +$1.74K | 0.01% | 589 |
|
|
2020
Q4 | $79K | Buy |
+685
| New | +$79K | 0.02% | 474 |
|
|
2020
Q2 | – | Sell |
-54
| Closed | -$5.23K | – | 997 |
|
|
2020
Q1 | $5.23K | Sell |
54
-1,120
| -95% | -$108K | ﹤0.01% | 774 |
|
|
2019
Q4 | $136K | Buy |
+1,174
| New | +$136K | 0.08% | 194 |
|