BAM
Baldrige Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $133K | Hold |
1,546
| – | – | 0.05% | 132 |
|
|
2022
Q4 | $131K | Buy |
1,546
+66
| +4% | +$5.59K | 0.06% | 122 |
|
|
2022
Q3 | $118K | Hold |
1,480
| – | – | 0.06% | 127 |
|
|
2022
Q2 | $126K | Sell |
1,480
-1,160
| -44% | -$98.8K | 0.06% | 125 |
|
|
2022
Q1 | $258K | Buy |
2,640
+416
| +19% | +$40.7K | 0.11% | 99 |
|
|
2021
Q4 | $243K | Hold |
2,224
| – | – | 0.09% | 100 |
|
|
2021
Q3 | $245K | Hold |
2,224
| – | – | 0.1% | 96 |
|
|
2021
Q2 | $250K | Hold |
2,224
| – | – | 0.11% | 92 |
|
|
2021
Q1 | $242K | Buy |
2,224
+130
| +6% | +$14.1K | 0.13% | 79 |
|
|
2020
Q4 | $243K | Hold |
2,094
| – | – | 0.14% | 78 |
|
|
2020
Q3 | $232K | Buy |
+2,094
| New | +$232K | 0.16% | 74 |
|