Curi 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
2022
Q1
Sell
-3,572
Closed -$389K 552
2021
Q4
$389K Sell
3,572
-235
-6% -$25.6K 0.07% 76
2021
Q3
$419K Buy
3,807
+396
+12% +$43.6K 0.19% 49
2021
Q2
$383K Buy
3,411
+731
+27% +$82.1K 0.19% 56
2021
Q1
$291K Buy
2,680
+331
+14% +$35.9K 0.18% 66
2020
Q4
$272K Buy
+2,349
New +$272K 0.2% 64