GWANC
Guardian Wealth Advisors (North Carolina)’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 | $31.2K | Sell |
336
-6
| -2% | -$556 | ﹤0.01% | 429 |
|
|
2025
Q1 | $31K | Buy |
342
+53
| +18% | +$4.8K | ﹤0.01% | 412 |
|
|
2024
Q4 | $25.8K | Buy |
289
+216
| +296% | +$19.3K | ﹤0.01% | 401 |
|
|
2024
Q3 | $6.83K | Hold |
73
| – | – | ﹤0.01% | 394 |
|
|
2024
Q2 | $6.46K | Hold |
73
| – | – | ﹤0.01% | 381 |
|
|
2024
Q1 | $6.55K | Buy |
+73
| New | +$6.55K | ﹤0.01% | 396 |
|
|
2023
Q3 | – | Sell |
-22
| Closed | -$1.9K | – | 427 |
|
|
2023
Q2 | $1.9K | Hold |
22
| – | – | ﹤0.01% | 389 |
|
|
2023
Q1 | $1.9K | Hold |
22
| – | – | ﹤0.01% | 381 |
|
|
2022
Q4 | $1.86K | Buy |
+22
| New | +$1.86K | ﹤0.01% | 351 |
|
|
2022
Q3 | – | Sell |
-43
| Closed | -$4K | – | 348 |
|
|
2022
Q2 | $4K | Buy |
+43
| New | +$4K | ﹤0.01% | 317 |
|