Choate Investment Advisors’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 | $1.85K | Buy |
+20
| New | +$1.85K | ﹤0.01% | 475 |
|
|
2021
Q2 | – | Sell |
-1,804
| Closed | -$196K | – | 351 |
|
|
2021
Q1 | $196K | Hold |
1,804
| – | – | 0.01% | 247 |
|
|
2020
Q4 | $209K | Sell |
1,804
-2,745
| -60% | -$318K | 0.01% | 234 |
|
|
2020
Q3 | $504K | Buy |
4,549
+985
| +28% | +$109K | 0.03% | 155 |
|
|
2020
Q2 | $389K | Hold |
3,564
| – | – | 0.03% | 178 |
|
|
2020
Q1 | $345K | Buy |
+3,564
| New | +$345K | 0.03% | 182 |
|
|
2014
Q3 | – | Sell |
-888
| Closed | -$102K | – | 271 |
|
|
2014
Q2 | $102K | Buy |
+888
| New | +$102K | 0.01% | 265 |
|
|
2013
Q3 | – | Sell |
-2,440
| Closed | -$267K | – | 252 |
|
|
2013
Q2 | $267K | Buy |
+2,440
| New | +$267K | 0.02% | 223 |
|