Glass Jacobson Investment Advisors’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 | $222K | Sell |
2,401
-355
| -13% | -$32.9K | 0.09% | 175 |
|
2025
Q1 | $245K | Hold |
2,756
| – | – | 0.08% | 211 |
|
2024
Q4 | $245K | Buy |
2,756
+139
| +5% | +$12.4K | 0.08% | 211 |
|
2024
Q3 | $245K | Sell |
2,617
-18
| -0.7% | -$1.69K | 0.08% | 208 |
|
2024
Q2 | $233K | Buy |
2,635
+58
| +2% | +$5.13K | 0.08% | 198 |
|
2024
Q1 | $231K | Buy |
2,577
+465
| +22% | +$41.7K | 0.09% | 199 |
|
2023
Q4 | $188K | Sell |
2,112
-451
| -18% | -$40.2K | 0.08% | 213 |
|
2023
Q3 | $212K | Buy |
2,563
+561
| +28% | +$46.3K | 0.1% | 190 |
|
2023
Q2 | $173K | Buy |
+2,002
| New | +$173K | 0.08% | 204 |
|
2022
Q4 | $353K | Buy |
+4,170
| New | +$353K | 0.17% | 151 |
|