CWS
Cypress Wealth Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
14,252
+1,094
| +8% | +$101K | 0.24% | 81 |
|
|
2025
Q1 | $1.19M | Buy |
13,158
+1,578
| +14% | +$143K | 0.24% | 78 |
|
|
2024
Q4 | $1.03M | Buy |
11,580
+976
| +9% | +$86.9K | 0.21% | 81 |
|
|
2024
Q3 | $992K | Sell |
10,604
-106
| -1% | -$9.92K | 0.21% | 83 |
|
|
2024
Q2 | $948K | Sell |
10,710
-1,101
| -9% | -$97.4K | 0.21% | 80 |
|
|
2024
Q1 | $1.06M | Buy |
11,811
+2,518
| +27% | +$226K | 0.25% | 77 |
|
|
2023
Q4 | $828K | Sell |
9,293
-578
| -6% | -$51.5K | 0.21% | 85 |
|
|
2023
Q3 | $815K | Buy |
9,871
+263
| +3% | +$21.7K | 0.23% | 87 |
|
|
2023
Q2 | $837K | Sell |
9,608
-616
| -6% | -$53.6K | 0.22% | 88 |
|
|
2023
Q1 | $882K | Buy |
+10,224
| New | +$882K | 0.26% | 78 |
|
|
2020
Q2 | – | Sell |
-4,424
| Closed | -$428K | – | 277 |
|
|
2020
Q1 | $428K | Buy |
4,424
+642
| +17% | +$62.1K | 0.13% | 137 |
|
|
2019
Q4 | $433K | Buy |
3,782
+477
| +14% | +$54.6K | 0.11% | 148 |
|
|
2019
Q3 | $375K | Buy |
+3,305
| New | +$375K | 0.1% | 158 |
|