Cornerstone Planning Group’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 | $122K | Sell |
1,313
-604
| -32% | -$56.3K | 0.03% | 122 |
|
2025
Q1 | $171K | Sell |
1,917
-31
| -2% | -$2.76K | 0.04% | 96 |
|
2024
Q4 | $177K | Sell |
1,948
-10
| -0.5% | -$906 | 0.04% | 76 |
|
2024
Q3 | $179K | Sell |
1,958
-55
| -3% | -$5.04K | 0.05% | 75 |
|
2024
Q2 | $180K | Sell |
2,013
-1,050
| -34% | -$94.1K | 0.05% | 80 |
|
2024
Q1 | $271K | Sell |
3,063
-367
| -11% | -$32.5K | 0.08% | 61 |
|
2023
Q4 | $305K | Sell |
3,430
-467
| -12% | -$41.6K | 0.1% | 62 |
|
2023
Q3 | $322K | Buy |
3,897
+200
| +5% | +$16.5K | 0.12% | 62 |
|
2023
Q2 | $320K | Buy |
+3,697
| New | +$320K | 0.13% | 66 |
|
2022
Q4 | $275K | Buy |
+3,096
| New | +$275K | 0.12% | 81 |
|