BWA
BlueSky Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74M | Sell |
51,169
-1,225
| -2% | -$113K | 0.69% | 27 |
|
|
2025
Q1 | $4.75M | Sell |
52,394
-205
| -0.4% | -$18.6K | 0.74% | 27 |
|
|
2024
Q4 | $4.68M | Buy |
52,599
+1,123
| +2% | +$100K | 0.73% | 28 |
|
|
2024
Q3 | $4.82M | Sell |
51,476
-994
| -2% | -$93K | 0.75% | 27 |
|
|
2024
Q2 | $4.64M | Buy |
52,470
+2,903
| +6% | +$257K | 0.78% | 28 |
|
|
2024
Q1 | $4.44M | Buy |
49,567
+4,015
| +9% | +$360K | 3.48% | 8 |
|
|
2023
Q4 | $4.06M | Sell |
45,552
-5,113
| -10% | -$455K | 0.75% | 25 |
|
|
2023
Q3 | $4.18M | Buy |
50,665
+519
| +1% | +$42.8K | 0.86% | 23 |
|
|
2023
Q2 | $4.34M | Sell |
50,146
-3,314
| -6% | -$287K | 0.87% | 23 |
|
|
2023
Q1 | $4.61M | Sell |
53,460
-519
| -1% | -$44.8K | 0.95% | 21 |
|
|
2022
Q4 | $4.57M | Sell |
53,979
-1,741
| -3% | -$147K | 1.01% | 22 |
|
|
2022
Q3 | $4.42M | Buy |
55,720
+6,385
| +13% | +$507K | 1.03% | 22 |
|
|
2022
Q2 | $4.21M | Buy |
49,335
+15,432
| +46% | +$1.32M | 0.93% | 24 |
|
|
2022
Q1 | $3.31M | Buy |
33,903
+28,373
| +513% | +$2.77M | 0.64% | 25 |
|
|
2021
Q4 | $603K | Buy |
+5,530
| New | +$603K | 0.11% | 41 |
|
|
2021
Q2 | – | Sell |
-3,422
| Closed | -$376K | – | 65 |
|
|
2021
Q1 | $376K | Buy |
3,422
+986
| +40% | +$108K | 0.08% | 45 |
|
|
2020
Q4 | $282K | Hold |
2,436
| – | – | 0.07% | 44 |
|
|
2020
Q3 | $274K | Sell |
2,436
-56
| -2% | -$6.3K | 0.07% | 43 |
|
|
2020
Q2 | $272K | Buy |
2,492
+14
| +0.6% | +$1.53K | 0.08% | 44 |
|
|
2020
Q1 | $240K | Sell |
2,478
-59,259
| -96% | -$5.74M | 0.09% | 43 |
|
|
2019
Q4 | $7.07M | Sell |
61,737
-376
| -0.6% | -$43.1K | 2.31% | 14 |
|
|
2019
Q3 | $7.03M | Sell |
62,113
-1,404
| -2% | -$159K | 2.42% | 14 |
|
|
2019
Q2 | $7.2M | Sell |
63,517
-403
| -0.6% | -$45.7K | 2.56% | 13 |
|
|
2019
Q1 | $7.01M | Sell |
63,920
-486
| -0.8% | -$53.3K | 2.53% | 13 |
|
|
2018
Q4 | $6.91M | Buy |
64,406
+4,369
| +7% | +$469K | 2.7% | 13 |
|
|
2018
Q3 | $6.35M | Sell |
60,037
-3,282
| -5% | -$347K | 2.41% | 14 |
|
|
2018
Q2 | $6.76M | Buy |
63,319
+7,651
| +14% | +$817K | 2.58% | 14 |
|
|
2018
Q1 | $6.28M | Buy |
55,668
+3,086
| +6% | +$348K | 2.41% | 15 |
|
|
2017
Q4 | $6.11M | Buy |
52,582
+584
| +1% | +$67.8K | 2.53% | 13 |
|
|
2017
Q3 | $6.05M | Buy |
51,998
+1,094
| +2% | +$127K | 2.61% | 13 |
|
|
2017
Q2 | $5.82M | Buy |
50,904
+35
| +0.1% | +$4K | 2.69% | 12 |
|
|
2017
Q1 | $5.78M | Sell |
50,869
-6,333
| -11% | -$720K | 2.76% | 12 |
|
|
2016
Q4 | $6.31M | Buy |
+57,202
| New | +$6.31M | 3.09% | 11 |
|