Golden State Equity Partners’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 | $1.72M | Buy |
18,595
+4,934
| +36% | +$457K | 0.32% | 67 |
|
2025
Q1 | $1.24M | Sell |
13,661
-2,541
| -16% | -$230K | 0.25% | 104 |
|
2024
Q4 | $1.44M | Buy |
16,202
+15,694
| +3,089% | +$1.4M | 0.28% | 85 |
|
2024
Q3 | $47.5K | Buy |
+508
| New | +$47.5K | 0.03% | 388 |
|
2023
Q4 | $722K | Buy |
+8,104
| New | +$722K | 0.18% | 132 |
|
2023
Q3 | – | Sell |
-8,088
| Closed | -$700K | – | 342 |
|
2023
Q2 | $700K | Buy |
+8,088
| New | +$700K | 0.2% | 128 |
|
2021
Q3 | – | Sell |
-6,243
| Closed | -$702K | – | 239 |
|
2021
Q2 | $702K | Buy |
+6,243
| New | +$702K | 0.27% | 94 |
|
2021
Q1 | – | Sell |
-3,652
| Closed | -$423K | – | 184 |
|
2020
Q4 | $423K | Buy |
+3,652
| New | +$423K | 0.29% | 98 |
|