Concurrent Investment Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
12,699
+3,973
| +46% | +$368K | 0.02% | 552 |
|
|
2025
Q1 | $790K | Buy |
8,726
+4,176
| +92% | +$378K | 0.02% | 607 |
|
|
2024
Q4 | $405K | Sell |
4,550
-716
| -14% | -$63.8K | 0.01% | 724 |
|
|
2024
Q3 | $493K | Sell |
5,266
-4,241
| -45% | -$397K | 0.01% | 620 |
|
|
2024
Q2 | $841K | Buy |
9,507
+1,653
| +21% | +$146K | 0.03% | 466 |
|
|
2024
Q1 | $704K | Sell |
7,854
-496
| -6% | -$44.5K | 0.03% | 453 |
|
|
2023
Q4 | $744K | Buy |
+8,350
| New | +$744K | 0.04% | 393 |
|