Congress Wealth Management’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 | $6.73M | Buy |
72,611
+28,012
| +63% | +$2.59M | 0.07% | 329 |
|
|
2025
Q1 | $4.04M | Buy |
44,599
+696
| +2% | +$63.1K | 0.05% | 362 |
|
|
2024
Q4 | $3.91M | Buy |
43,903
+786
| +2% | +$70K | 0.05% | 317 |
|
|
2024
Q3 | $4.04M | Sell |
43,117
-3,851
| -8% | -$360K | 0.05% | 324 |
|
|
2024
Q2 | $4.16M | Sell |
46,968
-53,147
| -53% | -$4.7M | 0.07% | 270 |
|
|
2024
Q1 | $8.98M | Sell |
100,115
-1,484
| -1% | -$133K | 0.16% | 177 |
|
|
2023
Q4 | $9.05M | Sell |
101,599
-10,153
| -9% | -$904K | 0.17% | 165 |
|
|
2023
Q3 | $9.22M | Sell |
111,752
-5,835
| -5% | -$482K | 0.19% | 152 |
|
|
2023
Q2 | $10.2M | Sell |
117,587
-7,757
| -6% | -$671K | 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% | -$2.67M | 0.28% | 108 |
|
|
2022
Q3 | $12.8M | Sell |
160,745
-1,139
| -0.7% | -$90.4K | 0.34% | 68 |
|
|
2022
Q2 | $13.8M | Buy |
161,884
+3,162
| +2% | +$270K | 0.35% | 63 |
|
|
2022
Q1 | $15.5M | Sell |
158,722
-1,423
| -0.9% | -$139K | 0.34% | 66 |
|
|
2021
Q4 | $17.5M | Buy |
+160,145
| New | +$17.5M | 0.35% | 74 |
|