Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.4K | Hold |
328
| – | – | ﹤0.01% | 745 |
|
|
2025
Q1 | $29.7K | Hold |
328
| – | – | ﹤0.01% | 751 |
|
|
2024
Q4 | $29.3K | Sell |
328
-100
| -23% | -$8.93K | ﹤0.01% | 745 |
|
|
2024
Q3 | $40.1K | Hold |
428
| – | – | ﹤0.01% | 699 |
|
|
2024
Q2 | $37.9K | Hold |
428
| – | – | ﹤0.01% | 709 |
|
|
2024
Q1 | $38.4K | Sell |
428
-56
| -12% | -$5.02K | ﹤0.01% | 703 |
|
|
2023
Q4 | $43.3K | Buy |
484
+8
| +2% | +$715 | ﹤0.01% | 736 |
|
|
2023
Q3 | $39.3K | Hold |
476
| – | – | ﹤0.01% | 706 |
|
|
2023
Q2 | $41.2K | Buy |
476
+190
| +66% | +$16.4K | ﹤0.01% | 706 |
|
|
2023
Q1 | $24.7K | Buy |
286
+56
| +24% | +$4.83K | ﹤0.01% | 678 |
|
|
2022
Q4 | $19.5K | Hold |
230
| – | – | ﹤0.01% | 724 |
|
|
2022
Q3 | $18.3K | Sell |
230
-229
| -50% | -$18.2K | ﹤0.01% | 721 |
|
|
2022
Q2 | $39.2K | Buy |
459
+229
| +100% | +$19.5K | ﹤0.01% | 609 |
|
|
2022
Q1 | $22.5K | Buy |
+230
| New | +$22.5K | ﹤0.01% | 719 |
|
|
2021
Q4 | – | Sell |
-230
| Closed | -$25.3K | – | 530 |
|
|
2021
Q3 | $25.3K | Hold |
230
| – | – | ﹤0.01% | 613 |
|
|
2021
Q2 | $25.9K | Hold |
230
| – | – | ﹤0.01% | 599 |
|
|
2021
Q1 | $25K | Hold |
230
| – | – | ﹤0.01% | 639 |
|
|
2020
Q4 | $26.7K | Sell |
230
-33
| -13% | -$3.83K | ﹤0.01% | 629 |
|
|
2020
Q3 | $29.2K | Buy |
263
+33
| +14% | +$3.66K | ﹤0.01% | 572 |
|
|
2020
Q2 | $25.1K | Hold |
230
| – | – | ﹤0.01% | 587 |
|
|
2020
Q1 | $22.2K | Hold |
230
| – | – | ﹤0.01% | 570 |
|
|
2019
Q4 | $26.3K | Hold |
230
| – | – | ﹤0.01% | 622 |
|
|
2019
Q3 | $26.1K | Sell |
230
-143
| -38% | -$16.2K | ﹤0.01% | 620 |
|
|
2019
Q2 | $42.3K | Hold |
373
| – | – | ﹤0.01% | 457 |
|
|
2019
Q1 | $41.1K | Buy |
373
+113
| +43% | +$12.4K | ﹤0.01% | 449 |
|
|
2018
Q4 | $27K | Sell |
260
-206
| -44% | -$21.4K | ﹤0.01% | 491 |
|
|
2018
Q3 | $50.2K | Sell |
466
-1,700
| -78% | -$183K | ﹤0.01% | 437 |
|
|
2018
Q2 | $231K | Sell |
2,166
-10,232
| -83% | -$1.09M | 0.01% | 240 |
|
|
2018
Q1 | $1.4M | Buy |
+12,398
| New | +$1.4M | 0.06% | 144 |
|