EP Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
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|
2025
Q1 | $2.54M | Sell |
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|
2024
Q4 | $4.25M | Buy |
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|
2024
Q3 | $1.98M | Buy |
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|
2024
Q2 | $1.76M | Buy |
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|
2024
Q1 | $1.76M | Sell |
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|
2023
Q4 | $2.08M | Buy |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $802K | Sell |
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|
2022
Q4 | $4.39M | Buy |
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|
2022
Q3 | $3.56M | Sell |
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|
2022
Q2 | $4.45M | Buy |
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|
2022
Q1 | $3.34M | Sell |
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|
2021
Q4 | $6.26M | Buy |
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|
2021
Q3 | $526K | Buy |
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|
2021
Q2 | $439K | Sell |
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|
2021
Q1 | $501K | Buy |
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|
2020
Q4 | $471K | Sell |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $1.7M | Sell |
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|
2020
Q1 | $2.52M | Sell |
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|
2019
Q4 | $5.22M | Sell |
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|
2019
Q3 | $7.34M | Buy |
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|
2019
Q2 | $534K | Sell |
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|
2019
Q1 | $729K | Sell |
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|
2018
Q4 | $2.6M | Sell |
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|
2018
Q3 | $6.6M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $232K | Sell |
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|
2017
Q4 | $241K | Buy |
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|
2017
Q3 | $209K | Sell |
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|
2017
Q2 | $339K | Buy |
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|
2017
Q1 | $275K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $281K | Buy |
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|
2016
Q2 | $222K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.11M | Buy |
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|
2015
Q3 | $864K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $354K | Sell |
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|
2014
Q4 | $8.89M | Buy |
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