Betterment LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $508M | Sell |
5,407,726
-546,595
| -9% | -$52.5M | 0.96% | 22 |
|
|
2025
Q4 | $573M | Sell |
5,954,321
-767,603
| -11% | -$73.8M | 1.09% | 19 |
|
|
2025
Q3 | $640M | Sell |
6,721,924
-1,170,550
| -15% | -$110M | 1.26% | 16 |
|
|
2025
Q2 | $731M | Sell |
7,892,474
-84,594
| -1% | -$7.62M | 1.56% | 13 |
|
|
2025
Q1 | $723M | Sell |
7,977,068
-1,056,968
| -12% | -$95.7M | 1.71% | 12 |
|
|
2024
Q4 | $804M | Buy |
9,034,036
+309,832
| +4% | +$28.3M | 1.92% | 11 |
|
|
2024
Q3 | $816M | Buy |
8,724,204
+153,959
| +2% | +$14M | 1.95% | 12 |
|
|
2024
Q2 | $758M | Sell |
8,570,245
-178,660
| -2% | -$15.8M | 1.96% | 12 |
|
|
2024
Q1 | $785M | Sell |
8,748,905
-1,552,862
| -15% | -$137M | 2.1% | 13 |
|
|
2023
Q4 | $917M | Buy |
10,301,767
+72,760
| +0.7% | +$6.13M | 2.64% | 11 |
|
|
2023
Q3 | $844M | Buy |
10,229,007
+222,335
| +2% | +$19M | 2.67% | 11 |
|
|
2023
Q2 | $866M | Buy |
10,006,672
+402,261
| +4% | +$34.3M | 2.68% | 10 |
|
|
2023
Q1 | $829M | Buy |
9,604,411
+378,773
| +4% | +$32.6M | 2.68% | 11 |
|
|
2022
Q4 | $780M | Buy |
9,225,638
+460,505
| +5% | +$38.1M | 2.68% | 10 |
|
|
2022
Q3 | $748M | Hold |
8,765,133
| – | – | 2.67% | 10 |
|
|
2022
Q2 | $748M | Buy |
8,765,133
+445,119
| +5% | +$40.2M | 2.67% | 10 |
|
|
2022
Q1 | $813M | Sell |
8,320,014
-21,399
| -0.3% | -$2.17M | 2.59% | 10 |
|
|
2021
Q4 | $910M | Buy |
8,341,413
+345,802
| +4% | +$37.7M | 2.83% | 10 |
|
|
2021
Q3 | $880M | Buy |
7,995,611
+448,309
| +6% | +$50.4M | 2.94% | 10 |
|
|
2021
Q2 | $849M | Buy |
7,547,302
+763,472
| +11% | +$85M | 2.89% | 10 |
|
|
2021
Q1 | $739M | Buy |
6,783,830
+742,686
| +12% | +$83M | 2.78% | 11 |
|
|
2020
Q4 | $700M | Buy |
6,041,144
+700,242
| +13% | +$79.3M | 2.93% | 12 |
|
|
2020
Q3 | $592M | Buy |
5,340,902
+359,665
| +7% | +$40.4M | 2.91% | 12 |
|
|
2020
Q2 | $544M | Buy |
4,981,237
+1,303,772
| +35% | +$135M | 2.9% | 12 |
|
|
2020
Q1 | $356M | Sell |
3,677,465
-992,373
| -21% | -$109M | 2.21% | 14 |
|
|
2019
Q4 | $535M | Buy |
4,669,838
+616,430
| +15% | +$69.6M | 2.76% | 11 |
|
|
2019
Q3 | $459M | Hold |
4,053,408
| – | – | 2.6% | 12 |
|
|
2019
Q2 | $459M | Buy |
4,053,408
+284,440
| +8% | +$31.4M | 2.6% | 12 |
|
|
2019
Q1 | $415M | Buy |
3,768,968
+301,762
| +9% | +$32.5M | 2.51% | 12 |
|
|
2018
Q4 | $360M | Sell |
3,467,206
-397,470
| -10% | -$41.6M | 2.53% | 12 |
|
|
2018
Q3 | $417M | Buy |
3,864,676
+446,826
| +13% | +$48M | 2.74% | 10 |
|
|
2018
Q2 | $365M | Buy |
3,417,850
+491,639
| +17% | +$53.6M | 2.59% | 10 |
|
|
2018
Q1 | $322M | Buy |
2,926,211
+339,809
| +13% | +$38.6M | 2.34% | 10 |
|
|
2017
Q4 | $300M | Buy |
2,586,402
+747,267
| +41% | +$86.4M | 2.42% | 10 |
|
|
2017
Q3 | $214M | Buy |
1,839,135
+425,207
| +30% | +$49.1M | 1.96% | 12 |
|
|
2017
Q2 | $162M | Buy |
1,413,928
+556,253
| +65% | +$63.9M | 1.69% | 13 |
|
|
2017
Q1 | $97.5M | Buy |
857,675
+623,483
| +266% | +$70.2M | 1.17% | 17 |
|
|
2016
Q4 | $25.8M | Buy |
234,192
+141,281
| +152% | +$15.9M | 0.38% | 23 |
|
|
2016
Q3 | $10.9M | Sell |
92,911
-8,052
| -8% | -$938K | 0.18% | 22 |
|
|
2016
Q2 | $11.6M | Sell |
100,963
-7,499
| -7% | -$836K | 0.24% | 22 |
|
|
2016
Q1 | $12M | Sell |
108,462
-23,010
| -18% | -$2.45M | 0.3% | 22 |
|
|
2015
Q4 | $13.9M | Buy |
131,472
+35,315
| +37% | +$3.8M | 0.43% | 21 |
|
|
2015
Q3 | $10.2M | Buy |
96,157
+40,103
| +72% | +$4.34M | 0.39% | 21 |
|
|
2015
Q2 | $6.16M | Buy |
56,054
+25,339
| +82% | +$2.84M | 0.26% | 20 |
|
|
2015
Q1 | $3.44M | Buy |
30,715
+9,174
| +43% | +$1.02M | 0.2% | 21 |
|
|
2014
Q4 | $2.36M | Buy |
+21,541
| New | +$2.43M | 0.21% | 21 |
|
Other funds holding EMB
AHSSHC
SOAM
