HHRDM
H&H Retirement Design & Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,956
| Closed | -$1.4M | – | 63 |
|
|
2022
Q4 | $1.4M | Buy |
15,956
+507
| +3% | +$44.5K | 1.18% | 23 |
|
|
2022
Q3 | $1.2M | Sell |
15,449
-3,407
| -18% | -$265K | 1.13% | 24 |
|
|
2022
Q2 | $1.66M | Sell |
18,856
-3,225
| -15% | -$284K | 1.21% | 23 |
|
|
2022
Q1 | $2.1M | Buy |
22,081
+1,154
| +6% | +$110K | 1.43% | 21 |
|
|
2021
Q4 | $2.07M | Buy |
+20,927
| New | +$2.07M | 1.31% | 22 |
|