B. Riley 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 | $426K | Buy |
+4,599
| New | +$426K | 0.02% | 576 |
|
|
2024
Q4 | $2.03M | Sell |
22,724
-6,472
| -22% | -$578K | 0.07% | 280 |
|
|
2024
Q3 | $2.73M | Sell |
29,196
-2,223
| -7% | -$208K | 0.08% | 252 |
|
|
2024
Q2 | $2.78M | Sell |
31,419
-10,859
| -26% | -$961K | 0.07% | 258 |
|
|
2024
Q1 | $3.49M | Buy |
42,278
+13,597
| +47% | +$1.12M | 0.09% | 213 |
|
|
2023
Q4 | $2.55M | Sell |
28,681
-13,597
| -32% | -$1.21M | 0.07% | 291 |
|
|
2023
Q3 | $3.49M | Buy |
42,278
+2,491
| +6% | +$206K | 0.09% | 213 |
|
|
2023
Q2 | $3.44M | Sell |
39,787
-1,656
| -4% | -$143K | 0.08% | 244 |
|
|
2023
Q1 | $3.58M | Buy |
41,443
+19,941
| +93% | +$1.72M | 0.1% | 216 |
|
|
2022
Q4 | $1.82M | Buy |
21,502
+11,074
| +106% | +$937K | 0.05% | 363 |
|
|
2022
Q3 | $828K | Buy |
10,428
+2,967
| +40% | +$236K | 0.03% | 564 |
|
|
2022
Q2 | $637K | Sell |
7,461
-1,060
| -12% | -$90.5K | 0.03% | 567 |
|
|
2022
Q1 | $833K | Sell |
8,521
-473
| -5% | -$46.2K | 0.03% | 540 |
|
|
2021
Q4 | $981K | Buy |
8,994
+98
| +1% | +$10.7K | 0.03% | 537 |
|
|
2021
Q3 | $979K | Buy |
8,896
+1,349
| +18% | +$148K | 0.03% | 524 |
|
|
2021
Q2 | $849K | Buy |
7,547
+32
| +0.4% | +$3.6K | 0.03% | 569 |
|
|
2021
Q1 | $819K | Buy |
7,515
+2,068
| +38% | +$225K | 0.03% | 543 |
|
|
2020
Q4 | $632K | Sell |
5,447
-1,676
| -24% | -$194K | 0.03% | 459 |
|
|
2020
Q3 | $790K | Buy |
7,123
+170
| +2% | +$18.9K | 0.04% | 376 |
|
|
2020
Q2 | $760K | Sell |
6,953
-1,151
| -14% | -$126K | 0.05% | 334 |
|
|
2020
Q1 | $784K | Buy |
8,104
+338
| +4% | +$32.7K | 0.07% | 282 |
|
|
2019
Q4 | $890K | Buy |
7,766
+1,791
| +30% | +$205K | 0.08% | 260 |
|
|
2019
Q3 | $677K | Buy |
5,975
+681
| +13% | +$77.2K | 0.07% | 308 |
|
|
2019
Q2 | $600K | Sell |
5,294
-1,068
| -17% | -$121K | 0.07% | 312 |
|
|
2019
Q1 | $700K | Buy |
6,362
+137
| +2% | +$15.1K | 0.09% | 248 |
|
|
2018
Q4 | $648K | Buy |
6,225
+1,918
| +45% | +$200K | 0.09% | 236 |
|
|
2018
Q3 | $465K | Buy |
4,307
+474
| +12% | +$51.2K | 0.06% | 367 |
|
|
2018
Q2 | $410K | Buy |
3,833
+173
| +5% | +$18.5K | 0.05% | 382 |
|
|
2018
Q1 | $414K | Buy |
3,660
+1,088
| +42% | +$123K | 0.06% | 356 |
|
|
2017
Q4 | $300K | Buy |
2,572
+67
| +3% | +$7.82K | 0.04% | 448 |
|
|
2017
Q3 | $292K | Buy |
2,505
+383
| +18% | +$44.6K | 0.05% | 381 |
|
|
2017
Q2 | $244K | Buy |
2,122
+216
| +11% | +$24.8K | 0.04% | 427 |
|
|
2017
Q1 | $217K | Buy |
+1,906
| New | +$217K | 0.04% | 445 |
|
|
2015
Q1 | – | Sell |
-613
| Closed | -$67 | – | 962 |
|
|
2014
Q4 | $67 | Buy |
+613
| New | +$67 | ﹤0.01% | 1939 |
|
|
2014
Q3 | – | Sell |
-600
| Closed | -$69.2K | – | 992 |
|
|
2014
Q2 | $69.2K | Buy |
+600
| New | +$69.2K | 0.02% | 880 |
|