Carson Wealth (CWM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $52M | Buy |
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|
2025
Q2 | $50.4M | Sell |
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|
2025
Q1 | $50.3M | Sell |
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|
2024
Q4 | $50.6M | Sell |
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|
2024
Q3 | $54.6M | Sell |
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|
2024
Q2 | $53.3M | Sell |
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|
2024
Q1 | $73.7M | Sell |
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|
2023
Q4 | $76M | Buy |
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|
2023
Q3 | $60.5M | Sell |
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|
2023
Q2 | $68.6M | Sell |
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|
2023
Q1 | $97.3M | Buy |
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|
2022
Q4 | $3.47M | Sell |
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|
2022
Q3 | $3.71M | Buy |
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|
2022
Q2 | $3.59M | Sell |
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|
2022
Q1 | $4.48M | Buy |
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|
2021
Q4 | $4.82M | Buy |
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|
2021
Q2 | $164K | Hold |
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|
2021
Q1 | $164K | Hold |
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|
2020
Q4 | $164K | Hold |
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|
2020
Q3 | $164K | Hold |
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|
2020
Q2 | $164K | Hold |
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|
2020
Q1 | $164K | Hold |
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|
2019
Q4 | $164K | Hold |
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|
2019
Q3 | $164K | Hold |
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|
2019
Q2 | $164K | Hold |
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|
2019
Q1 | $164K | Sell |
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|
2018
Q4 | $41.8M | Buy |
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|
2018
Q3 | $28.8M | Buy |
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|
2018
Q2 | $21.4M | Buy |
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|
2018
Q1 | $22.3M | Buy |
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|
2017
Q4 | $17.1M | Buy |
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|
2017
Q3 | $13.2M | Buy |
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|
2017
Q2 | $9.85M | Buy |
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|
2017
Q1 | $7.6M | Sell |
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|
2016
Q4 | $12.3M | Buy |
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|
2016
Q3 | $7.5M | Buy |
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|
2016
Q2 | $6.1M | Buy |
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|
2016
Q1 | $2.27M | Buy |
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|
2015
Q4 | $292K | Buy |
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|
2015
Q3 | $2K | Buy |
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