EverSource Wealth Advisors’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 | $543K | Sell |
5,864
-815
| -12% | -$75.5K | 0.02% | 424 |
|
|
2025
Q1 | $605K | Sell |
6,679
-13,090
| -66% | -$1.19M | 0.03% | 345 |
|
|
2024
Q4 | $1.76M | Buy |
19,769
+17,454
| +754% | +$1.55M | 0.1% | 164 |
|
|
2024
Q3 | $217K | Sell |
2,315
-1,065
| -32% | -$99.7K | 0.01% | 532 |
|
|
2024
Q2 | $306K | Buy |
3,380
+1,977
| +141% | +$179K | 0.02% | 437 |
|
|
2024
Q1 | $122K | Sell |
1,403
-201
| -13% | -$17.5K | 0.01% | 636 |
|
|
2023
Q4 | $143K | Buy |
1,604
+607
| +61% | +$54.1K | 0.01% | 519 |
|
|
2023
Q3 | $82.2K | Sell |
997
-303
| -23% | -$25K | 0.01% | 641 |
|
|
2023
Q2 | $112K | Sell |
1,300
-55
| -4% | -$4.76K | 0.01% | 538 |
|
|
2023
Q1 | $117K | Buy |
1,355
+422
| +45% | +$36.4K | 0.01% | 495 |
|
|
2022
Q4 | $78.9K | Sell |
933
-24
| -3% | -$2.03K | 0.01% | 590 |
|
|
2022
Q3 | $76K | Buy |
957
+47
| +5% | +$3.73K | 0.02% | 513 |
|
|
2022
Q2 | $78K | Buy |
910
+137
| +18% | +$11.7K | 0.02% | 451 |
|
|
2022
Q1 | $75K | Buy |
773
+22
| +3% | +$2.14K | 0.02% | 402 |
|
|
2021
Q4 | $82K | Buy |
+751
| New | +$82K | 0.02% | 333 |
|