Concord Wealth Partners’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 | $141 | Buy |
2
+1
| +100% | +$71 | ﹤0.01% | 821 |
|
|
2025
Q1 | $136 | Hold |
1
| – | – | ﹤0.01% | 785 |
|
|
2024
Q4 | $132 | Sell |
1
-1
| -50% | -$132 | ﹤0.01% | 897 |
|
|
2024
Q3 | $229 | Hold |
2
| – | – | ﹤0.01% | 924 |
|
|
2024
Q2 | $214 | Sell |
2
-6
| -75% | -$642 | ﹤0.01% | 791 |
|
|
2024
Q1 | $752 | Hold |
8
| – | – | ﹤0.01% | 803 |
|
|
2023
Q4 | $746 | Sell |
8
-3
| -27% | -$280 | ﹤0.01% | 770 |
|
|
2023
Q3 | $933 | Hold |
11
| – | – | ﹤0.01% | 949 |
|
|
2023
Q2 | $973 | Hold |
11
| – | – | ﹤0.01% | 952 |
|
|
2023
Q1 | $964 | Hold |
11
| – | – | ﹤0.01% | 900 |
|
|
2022
Q4 | $942 | Buy |
+11
| New | +$942 | ﹤0.01% | 1071 |
|
|
2022
Q3 | – | Sell |
-20
| Closed | -$2K | – | 434 |
|
|
2022
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 1013 |
|
|
2022
Q1 | $2K | Sell |
20
-1
| -5% | -$100 | ﹤0.01% | 1087 |
|
|
2021
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 1119 |
|
|
2021
Q2 | – | Sell |
-10
| Closed | -$1K | – | 1065 |
|
|
2021
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 903 |
|