Great Diamond 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
$2.7M Buy
29,140
+19,958
+217% +$1.85M 0.57% 45
2025
Q1
$832K Buy
+9,182
New +$832K 0.23% 93
2024
Q4
Sell
-28,029
Closed -$2.62M 193
2024
Q3
$2.62M Sell
28,029
-100
-0.4% -$9.36K 0.67% 42
2024
Q2
$2.49M Sell
28,129
-972
-3% -$86K 0.58% 46
2024
Q1
$2.61M Sell
29,101
-24
-0.1% -$2.15K 0.6% 48
2023
Q4
$2.59M Buy
29,125
+424
+1% +$37.8K 0.64% 46
2023
Q3
$2.37M Sell
28,701
-130
-0.5% -$10.7K 0.64% 42
2023
Q2
$2.5M Sell
28,831
-21,344
-43% -$1.85M 0.66% 42
2023
Q1
$4.33M Buy
+50,175
New +$4.33M 1.25% 17
2021
Q4
Sell
-43,094
Closed -$4.74M 216
2021
Q3
$4.74M Buy
43,094
+2,850
+7% +$314K 1.3% 15
2021
Q2
$4.53M Buy
40,244
+5,237
+15% +$589K 1.28% 15
2021
Q1
$3.81M Buy
+35,007
New +$3.81M 1.17% 20