Financial Advocates Investment Management’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 | $401K | Sell |
4,333
-149,832
| -97% | -$13.9M | 0.03% | 414 |
|
|
2025
Q1 | $9.1M | Buy |
154,165
+106,673
| +225% | +$6.29M | 0.64% | 32 |
|
|
2024
Q4 | $4.23M | Sell |
47,492
-31,391
| -40% | -$2.8M | 0.24% | 89 |
|
|
2024
Q3 | $7.54M | Buy |
78,883
+32,763
| +71% | +$3.13M | 0.43% | 52 |
|
|
2024
Q2 | $4.08M | Buy |
46,120
+11,555
| +33% | +$1.02M | 0.25% | 91 |
|
|
2024
Q1 | $3.15M | Buy |
34,565
+1,260
| +4% | +$115K | 0.18% | 128 |
|
|
2023
Q4 | $2.2M | Buy |
33,305
+14,117
| +74% | +$934K | 0.14% | 161 |
|
|
2023
Q3 | $1.65M | Buy |
19,188
+14,780
| +335% | +$1.27M | 0.12% | 188 |
|
|
2023
Q2 | $381K | Sell |
4,408
-8,146
| -65% | -$705K | 0.03% | 456 |
|
|
2023
Q1 | $1.08M | Buy |
12,554
+3,942
| +46% | +$340K | 0.08% | 271 |
|
|
2022
Q4 | $728K | Buy |
8,612
+1,822
| +27% | +$154K | 0.05% | 353 |
|
|
2022
Q3 | $549K | Sell |
6,790
-1,829
| -21% | -$148K | 0.05% | 386 |
|
|
2022
Q2 | $735K | Sell |
8,619
-583
| -6% | -$49.7K | 0.06% | 318 |
|
|
2022
Q1 | $899K | Sell |
9,202
-11,206
| -55% | -$1.09M | 0.06% | 315 |
|
|
2021
Q4 | $2.25M | Buy |
20,408
+1,083
| +6% | +$120K | 0.14% | 168 |
|
|
2021
Q3 | $2.13M | Buy |
19,325
+4,373
| +29% | +$481K | 0.14% | 169 |
|
|
2021
Q2 | $1.68M | Buy |
14,952
+2,234
| +18% | +$251K | 0.11% | 217 |
|
|
2021
Q1 | $1.39M | Sell |
12,718
-31
| -0.2% | -$3.39K | 0.1% | 237 |
|
|
2020
Q4 | $1.61M | Buy |
12,749
+4,039
| +46% | +$510K | 0.11% | 212 |
|
|
2020
Q3 | $966K | Sell |
8,710
-870
| -9% | -$96.5K | 0.08% | 249 |
|
|
2020
Q2 | $1.25M | Buy |
9,580
+2,483
| +35% | +$325K | 0.12% | 200 |
|
|
2020
Q1 | $686K | Sell |
7,097
-2,877
| -29% | -$278K | 0.1% | 226 |
|
|
2019
Q4 | $1.14M | Buy |
9,974
+1,676
| +20% | +$192K | 0.12% | 194 |
|
|
2019
Q3 | $941K | Sell |
8,298
-447
| -5% | -$50.7K | 0.11% | 195 |
|
|
2019
Q2 | $990K | Sell |
8,745
-6,161
| -41% | -$697K | 0.11% | 186 |
|
|
2019
Q1 | $1.64M | Buy |
14,906
+3,772
| +34% | +$415K | 0.2% | 125 |
|
|
2018
Q4 | $1.16M | Sell |
11,134
-2,236
| -17% | -$232K | 0.16% | 149 |
|
|
2018
Q3 | $1.44M | Buy |
13,370
+631
| +5% | +$68K | 0.16% | 141 |
|
|
2018
Q2 | $1.36M | Sell |
12,739
-2,362
| -16% | -$251K | 0.16% | 137 |
|
|
2018
Q1 | $1.7M | Buy |
15,101
+7,566
| +100% | +$854K | 0.22% | 103 |
|
|
2017
Q4 | $875K | Buy |
+7,535
| New | +$875K | 0.12% | 179 |
|