Exencial 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
Q3 | $871K | Buy |
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|
2025
Q2 | $796K | Sell |
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|
2025
Q1 | $854K | Sell |
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|
2024
Q4 | $848K | Sell |
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|
2024
Q3 | $955K | Sell |
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|
2024
Q2 | $966K | Sell |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.34M | Sell |
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|
2023
Q1 | $1.42M | Sell |
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|
2022
Q4 | $1.55M | Sell |
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|
2022
Q3 | $1.65M | Sell |
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|
2022
Q2 | $1.93M | Buy |
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|
2022
Q1 | $2.2M | Buy |
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|
2021
Q4 | $2.38M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.27M | Buy |
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|
2021
Q1 | $1.96M | Buy |
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