Cardinal Strategic Wealth Guidance’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 | $2.56M | Buy |
27,658
+923
| +3% | +$85.5K | 0.74% | 20 |
|
|
2025
Q1 | $2.42M | Buy |
26,735
+6,643
| +33% | +$602K | 0.77% | 18 |
|
|
2024
Q4 | $1.79M | Buy |
20,092
+605
| +3% | +$53.9K | 0.57% | 18 |
|
|
2024
Q3 | $1.82M | Sell |
19,487
-68
| -0.3% | -$6.36K | 0.6% | 18 |
|
|
2024
Q2 | $1.73M | Sell |
19,555
-6,222
| -24% | -$551K | 0.62% | 18 |
|
|
2024
Q1 | $2.31M | Buy |
25,777
+11,718
| +83% | +$1.05M | 0.87% | 18 |
|
|
2023
Q4 | $1.25M | Buy |
14,059
+4,425
| +46% | +$394K | 0.5% | 19 |
|
|
2023
Q3 | $795K | Buy |
9,634
+453
| +5% | +$37.4K | 0.37% | 30 |
|
|
2023
Q2 | $795K | Sell |
9,181
-14,281
| -61% | -$1.24M | 0.35% | 28 |
|
|
2023
Q1 | $2.02M | Buy |
+23,462
| New | +$2.02M | 0.94% | 17 |
|