Financial Advisors Network’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 | $14.1M | Sell |
151,753
-6,933
| -4% | -$642K | 2.12% | 11 |
|
2025
Q1 | $14.4M | Buy |
158,686
+17,474
| +12% | +$1.58M | 2.38% | 10 |
|
2024
Q4 | $12.6M | Buy |
+141,212
| New | +$12.6M | 2.09% | 11 |
|
2023
Q4 | $8.18M | Buy |
91,880
+1,216
| +1% | +$108K | 1.65% | 17 |
|
2023
Q3 | $7.48M | Buy |
+90,664
| New | +$7.48M | 1.68% | 18 |
|
2022
Q4 | $6.32M | Buy |
74,662
+1,637
| +2% | +$138K | 1.67% | 16 |
|
2022
Q3 | $5.8M | Buy |
73,025
+744
| +1% | +$59.1K | 1.71% | 18 |
|
2022
Q2 | $6.17M | Buy |
72,281
+1,832
| +3% | +$156K | 1.72% | 17 |
|
2022
Q1 | $6.89M | Sell |
70,449
-6,898
| -9% | -$674K | 1.7% | 16 |
|
2021
Q4 | $8.44M | Buy |
77,347
+4,153
| +6% | +$453K | 1.9% | 14 |
|
2021
Q3 | $8.02M | Buy |
73,194
+16,906
| +30% | +$1.85M | 1.85% | 14 |
|
2021
Q2 | $6.33M | Buy |
56,288
+2,235
| +4% | +$251K | 1.87% | 15 |
|
2021
Q1 | $5.89M | Buy |
54,053
+4,716
| +10% | +$513K | 1.9% | 14 |
|
2020
Q4 | $5.72M | Buy |
49,337
+714
| +1% | +$82.8K | 1.96% | 13 |
|
2020
Q3 | $5.39M | Buy |
48,623
+2,506
| +5% | +$278K | 2.11% | 11 |
|
2020
Q2 | $5.04M | Buy |
46,117
+2,417
| +6% | +$264K | 2.05% | 11 |
|
2020
Q1 | $4.23M | Buy |
43,700
+3,412
| +8% | +$330K | 2.02% | 11 |
|
2019
Q4 | $4.62M | Buy |
40,288
+2,493
| +7% | +$286K | 2.11% | 9 |
|
2019
Q3 | $4.28M | Buy |
37,795
+1,716
| +5% | +$195K | 2.19% | 7 |
|
2019
Q2 | $4.11M | Sell |
36,079
-1,796
| -5% | -$205K | 2.21% | 7 |
|
2019
Q1 | $4.16M | Buy |
37,875
+1,342
| +4% | +$147K | 2.41% | 7 |
|
2018
Q4 | $3.8M | Buy |
+36,533
| New | +$3.8M | 2.36% | 8 |
|
2018
Q2 | $4.31M | Buy |
+40,375
| New | +$4.31M | 2.6% | 8 |
|
2017
Q4 | $4.39M | Buy |
37,814
+2,618
| +7% | +$304K | 2.96% | 7 |
|
2017
Q3 | $4.1M | Buy |
35,196
+729
| +2% | +$84.9K | 3.24% | 6 |
|
2017
Q2 | $3.94M | Buy |
34,467
+1,323
| +4% | +$151K | 3.27% | 7 |
|
2017
Q1 | $3.81M | Buy |
33,144
+1,836
| +6% | +$211K | 3.3% | 8 |
|
2016
Q4 | $3.5M | Buy |
+31,308
| New | +$3.5M | 2.98% | 8 |
|