FIA
Foundations Investment 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 | $1.09M | Sell |
11,757
-1,033
| -8% | -$95.7K | 0.02% | 418 |
|
|
2025
Q1 | $1.16M | Buy |
12,790
+3,666
| +40% | +$332K | 0.02% | 376 |
|
|
2024
Q4 | $812K | Sell |
9,124
-15
| -0.2% | -$1.34K | 0.02% | 440 |
|
|
2024
Q3 | $855K | Buy |
9,139
+728
| +9% | +$68.1K | 0.02% | 391 |
|
|
2024
Q2 | $744K | Sell |
8,411
-67,163
| -89% | -$5.94M | 0.02% | 408 |
|
|
2024
Q1 | $6.78M | Buy |
75,574
+40,868
| +118% | +$3.66M | 0.18% | 103 |
|
|
2023
Q4 | $3.07M | Sell |
34,706
-28,830
| -45% | -$2.55M | 0.08% | 177 |
|
|
2023
Q3 | $5.24M | Sell |
63,536
-6,158
| -9% | -$508K | 0.16% | 107 |
|
|
2023
Q2 | $6.03M | Sell |
69,694
-57,568
| -45% | -$4.98M | 0.2% | 83 |
|
|
2023
Q1 | $11M | Buy |
127,262
+118,816
| +1,407% | +$10.3M | 0.39% | 43 |
|
|
2022
Q4 | $714K | Sell |
8,446
-6,235
| -42% | -$527K | 0.03% | 233 |
|
|
2022
Q3 | $1.17M | Buy |
14,681
+2,077
| +16% | +$165K | 0.05% | 151 |
|
|
2022
Q2 | $1.07M | Buy |
12,604
+1,581
| +14% | +$134K | 0.04% | 136 |
|
|
2022
Q1 | $1.03M | Buy |
11,023
+549
| +5% | +$51.4K | 0.04% | 124 |
|
|
2021
Q4 | $1.11M | Sell |
10,474
-1,121
| -10% | -$119K | 0.04% | 118 |
|
|
2021
Q3 | $1.27M | Sell |
11,595
-6,137
| -35% | -$671K | 0.06% | 99 |
|
|
2021
Q2 | $1.99M | Buy |
17,732
+6,751
| +61% | +$757K | 0.1% | 78 |
|
|
2021
Q1 | $1.2M | Sell |
10,981
-61
| -0.6% | -$6.67K | 0.07% | 83 |
|
|
2020
Q4 | $1.27M | Buy |
+11,042
| New | +$1.27M | 0.08% | 67 |
|
|
2020
Q1 | – | Sell |
-7,076
| Closed | -$808K | – | 124 |
|
|
2019
Q4 | $808K | Buy |
7,076
+3,966
| +128% | +$453K | 0.1% | 76 |
|
|
2019
Q3 | $351K | Sell |
3,110
-17,456
| -85% | -$1.97M | 0.05% | 99 |
|
|
2019
Q2 | $2.34M | Sell |
20,566
-34,924
| -63% | -$3.98M | 0.35% | 24 |
|
|
2019
Q1 | $6.11M | Buy |
55,490
+14,339
| +35% | +$1.58M | 1.06% | 18 |
|
|
2018
Q4 | $4.48M | Buy |
+41,151
| New | +$4.48M | 0.95% | 16 |
|