Bennett Associates 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 | $2.04M | Sell |
22,001
-232
| -1% | -$21.5K | 1.57% | 17 |
|
2025
Q1 | $2.01M | Buy |
22,233
+910
| +4% | +$82.4K | 1.66% | 16 |
|
2024
Q4 | $1.9M | Sell |
21,323
-23,250
| -52% | -$2.07M | 1.58% | 17 |
|
2024
Q3 | $4.17M | Buy |
44,573
+1,467
| +3% | +$137K | 3.42% | 9 |
|
2024
Q2 | $3.81M | Buy |
43,106
+7,552
| +21% | +$668K | 3.44% | 10 |
|
2024
Q1 | $3.19M | Buy |
35,554
+1,322
| +4% | +$119K | 2.88% | 13 |
|
2023
Q4 | $3.05M | Buy |
+34,232
| New | +$3.05M | 2.97% | 11 |
|