Colton Groome Financial 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 | $3.07M | Buy |
33,150
+1,466
| +5% | +$136K | 1.04% | 23 |
|
|
2025
Q1 | $2.85M | Sell |
31,684
-701
| -2% | -$63.1K | 1.11% | 23 |
|
|
2024
Q4 | $2.88M | Buy |
32,385
+1,365
| +4% | +$122K | 1.1% | 22 |
|
|
2024
Q3 | $2.9M | Buy |
31,020
+1,232
| +4% | +$115K | 1.09% | 22 |
|
|
2024
Q2 | $2.64M | Buy |
29,788
+1,975
| +7% | +$175K | 1.04% | 23 |
|
|
2024
Q1 | $2.49M | Buy |
27,813
+3,786
| +16% | +$339K | 1% | 26 |
|
|
2023
Q4 | $2.14M | Buy |
24,027
+2,158
| +10% | +$192K | 0.93% | 27 |
|
|
2023
Q3 | $1.8M | Sell |
21,869
-6,391
| -23% | -$527K | 0.9% | 28 |
|
|
2023
Q2 | $2.45M | Buy |
28,260
+1,154
| +4% | +$99.9K | 1.15% | 24 |
|
|
2023
Q1 | $2.34M | Buy |
27,106
+18,061
| +200% | +$1.56M | 1.12% | 28 |
|
|
2022
Q4 | $765K | Buy |
9,045
+3,346
| +59% | +$283K | 0.38% | 53 |
|
|
2022
Q3 | $453K | Sell |
5,699
-269
| -5% | -$21.4K | 0.23% | 60 |
|
|
2022
Q2 | $509K | Buy |
5,968
+740
| +14% | +$63.1K | 0.25% | 52 |
|
|
2022
Q1 | $511K | Buy |
5,228
+575
| +12% | +$56.2K | 0.24% | 57 |
|
|
2021
Q4 | $507K | Sell |
4,653
-14,923
| -76% | -$1.63M | 0.21% | 75 |
|
|
2021
Q3 | $2.16M | Buy |
19,576
+1,415
| +8% | +$156K | 0.94% | 28 |
|
|
2021
Q2 | $2.04M | Buy |
+18,161
| New | +$2.04M | 0.94% | 28 |
|
|
2021
Q1 | – | Sell |
-18,650
| Closed | -$2.16M | – | 69 |
|
|
2020
Q4 | $2.16M | Sell |
18,650
-8,254
| -31% | -$957K | 1.39% | 25 |
|
|
2020
Q3 | $2.98M | Buy |
26,904
+7,113
| +36% | +$789K | 2.09% | 15 |
|
|
2020
Q2 | $2.16M | Buy |
19,791
+10,437
| +112% | +$1.14M | 1.57% | 19 |
|
|
2020
Q1 | $904K | Buy |
+9,354
| New | +$904K | 0.75% | 25 |
|