Berger Financial Group’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 | $7.97M | Buy |
86,048
+4,876
| +6% | +$452K | 0.51% | 41 |
|
|
2025
Q1 | $7.35M | Buy |
81,172
+12,585
| +18% | +$1.14M | 0.51% | 44 |
|
|
2024
Q4 | $6.11M | Buy |
68,587
+5,992
| +10% | +$534K | 0.42% | 55 |
|
|
2024
Q3 | $5.86M | Buy |
62,595
+3,288
| +6% | +$308K | 0.42% | 57 |
|
|
2024
Q2 | $5.25M | Buy |
59,307
+7,723
| +15% | +$683K | 0.42% | 57 |
|
|
2024
Q1 | $4.63M | Buy |
51,584
+8,355
| +19% | +$749K | 0.38% | 79 |
|
|
2023
Q4 | $3.85M | Buy |
43,229
+2,291
| +6% | +$204K | 0.4% | 76 |
|
|
2023
Q3 | $3.38M | Buy |
40,938
+2,986
| +8% | +$246K | 0.39% | 79 |
|
|
2023
Q2 | $3.28M | Buy |
37,952
+3,559
| +10% | +$308K | 0.37% | 80 |
|
|
2023
Q1 | $2.97M | Buy |
34,393
+2,514
| +8% | +$217K | 0.36% | 81 |
|
|
2022
Q4 | $2.7M | Buy |
31,879
+1,030
| +3% | +$87.1K | 0.36% | 77 |
|
|
2022
Q3 | $2.45M | Buy |
30,849
+2,877
| +10% | +$228K | 0.36% | 77 |
|
|
2022
Q2 | $2.39M | Buy |
27,972
+2,241
| +9% | +$191K | 0.35% | 69 |
|
|
2022
Q1 | $2.52M | Buy |
25,731
+16,015
| +165% | +$1.57M | 0.32% | 75 |
|
|
2021
Q4 | $1.06M | Buy |
9,716
+6,772
| +230% | +$739K | 0.14% | 98 |
|
|
2021
Q3 | $324K | Buy |
2,944
+525
| +22% | +$57.8K | 0.06% | 153 |
|
|
2021
Q2 | $272K | Buy |
+2,419
| New | +$272K | 0.05% | 170 |
|