Congress Wealth Management’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 Q2	$6.73M	Buy	72,611 +28,012	+63%	+$2.52M	0.07%	329
2025 Q1	$4.04M	Buy	44,599 +696	+2%	+$63K	0.05%	362
2024 Q4	$3.91M	Buy	43,903 +786	+2%	+$71.7K	0.05%	317
2024 Q3	$4.04M	Sell	43,117 -3,851	-8%	-$351K	0.05%	324
2024 Q2	$4.16M	Sell	46,968 -53,147	-53%	-$4.71M	0.07%	270
2024 Q1	$8.98M	Sell	100,115 -1,484	-1%	-$131K	0.16%	177
2023 Q4	$9.05M	Sell	101,599 -10,153	-9%	-$855K	0.17%	165
2023 Q3	$9.22M	Sell	111,752 -5,835	-5%	-$498K	0.19%	152
2023 Q2	$10.2M	Sell	117,587 -7,757	-6%	-$662K	0.24%	134
2023 Q1	$10.8M	Sell	125,344 -3,816	-3%	-$329K	0.26%	118
2022 Q4	$10.9M	Sell	129,160 -31,585	-20%	-$2.61M	0.28%	108
2022 Q3	$12.8M	Sell	160,745 -1,139	-0.7%	-$97.4K	0.34%	68
2022 Q2	$13.8M	Buy	161,884 +3,162	+2%	+$286K	0.35%	63
2022 Q1	$15.5M	Sell	158,722 -1,423	-0.9%	-$144K	0.34%	66
2021 Q4	$17.5M	Buy	+160,145	New	+$17.5M	0.35%	74