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Capasso Planning Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Capasso Planning Partners’s Portfolio EMB Stock Details EMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,176
Closed -$578K – 111
2024
Q3 		$578K Buy
+6,176
New +$563K 0.17% 84

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Capasso Planning Partners's EMB Position: Q4 2024 in Review

Capasso Planning Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2024, closing a stake of 6,176 shares — an estimated $578K sold.

Capasso Planning Partners first reported a position in EMB in Q3 2024 and held it in 1 quarter. The position peaked at $578K in Q3 2024. 862 funds tracked by Wall St. Rank hold EMB as of Q4 2024.

  • Capasso Planning Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 6,176 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2024, an estimated $578K.
  • Capasso Planning Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2024 and held it in 1 quarter.
  • Capasso Planning Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $578K in Q3 2024.
  • 862 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.