Cyndeo Wealth Partners’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 | $895K | Buy |
9,664
+768
| +9% | +$71.1K | 0.05% | 239 |
|
|
2025
Q1 | $806K | Buy |
8,896
+122
| +1% | +$11.1K | 0.05% | 242 |
|
|
2024
Q4 | $781K | Sell |
8,774
-548
| -6% | -$48.8K | 0.05% | 244 |
|
|
2024
Q3 | $872K | Buy |
9,322
+1,294
| +16% | +$121K | 0.06% | 230 |
|
|
2024
Q2 | $710K | Buy |
8,028
+931
| +13% | +$82.4K | 0.06% | 240 |
|
|
2024
Q1 | $636K | Buy |
7,097
+2,412
| +51% | +$216K | 0.05% | 238 |
|
|
2023
Q4 | $417K | Buy |
+4,685
| New | +$417K | 0.04% | 268 |
|