Baystate Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$438K	Buy	4,916 +274	+6%	+$23.1K	0.03%	154
2023 Q3	$383K	Buy	4,642 +759	+20%	+$64.7K	0.03%	148
2023 Q2	$336K	Sell	3,883 -179	-4%	-$15.3K	0.03%	158
2023 Q1	$350K	Buy	4,062 +3,807	+1,493%	+$328K	0.03%	149
2022 Q4	$22K	Buy	255 +75	+42%	+$6.2K	﹤0.01%	442
2022 Q3	$14K	Sell	180 -166	-48%	-$14.2K	﹤0.01%	487
2022 Q2	$30K	Buy	346 +63	+22%	+$5.7K	﹤0.01%	386
2022 Q1	$28K	Buy	283 +48	+20%	+$4.86K	﹤0.01%	402
2021 Q4	$26K	Buy	235 +62	+36%	+$6.76K	﹤0.01%	426
2021 Q3	$19K	Hold	173	–	–	﹤0.01%	434
2021 Q2	$19K	Hold	173	–	–	﹤0.01%	416
2021 Q1	$19K	Sell	173 -58	-25%	-$6.48K	﹤0.01%	372
2020 Q4	$27K	Buy	231 +58	+34%	+$6.57K	﹤0.01%	314
2020 Q3	$19K	Hold	173	–	–	﹤0.01%	328
2020 Q2	$19K	Hold	173	–	–	﹤0.01%	314
2020 Q1	$17K	Hold	173	–	–	﹤0.01%	305
2019 Q4	$20K	Hold	173	–	–	﹤0.01%	318
2019 Q3	$20K	Buy	+173	New	+$19.7K	﹤0.01%	291
2017 Q3	–	Sell	-58	Closed	-$7K	–	663
2017 Q2	$7K	Buy	+58	New	+$6.66K	﹤0.01%	381
2013 Q3	–	Sell	-142	Closed	-$15K	–	79
2013 Q2	$15K	Buy	+142	New	+$16.6K	0.01%	166