Avitas Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $291K | Buy |
+3,270
| New | +$291K | 0.04% | 179 |
|
2021
Q4 | – | Sell |
-82,516
| Closed | -$9.08M | – | 181 |
|
2021
Q3 | $9.08M | Sell |
82,516
-2,255
| -3% | -$248K | 1.65% | 7 |
|
2021
Q2 | $9.53M | Buy |
84,771
+1,819
| +2% | +$205K | 1.7% | 6 |
|
2021
Q1 | $9.03M | Buy |
82,952
+1,403
| +2% | +$153K | 1.77% | 4 |
|
2020
Q4 | $9.45M | Buy |
+81,549
| New | +$9.45M | 1.91% | 4 |
|