HCR Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $449K | Hold |
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|
2025
Q2 | $437K | Sell |
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|
2025
Q1 | $483K | Hold |
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|
2024
Q4 | $475K | Hold |
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|
2024
Q3 | $499K | Hold |
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|
2024
Q2 | $472K | Hold |
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|
2024
Q1 | $479K | Sell |
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|
2023
Q4 | $531K | Sell |
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|
2023
Q3 | $519K | Buy |
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|
2023
Q2 | $531K | Buy |
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|
2023
Q1 | $515K | Buy |
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|
2022
Q4 | $458K | Sell |
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|
2022
Q3 | $431K | Sell |
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|
2022
Q2 | $555K | Sell |
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|
2022
Q1 | $673K | Hold |
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|
2021
Q4 | $751K | Hold |
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|
2021
Q3 | $758K | Buy |
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|
2021
Q2 | $645K | Buy |
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|
2021
Q1 | $622K | Buy |
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|
2020
Q4 | $20K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $310K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $382K | Sell |
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|
2018
Q1 | $413K | Buy |
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|
2017
Q4 | $352K | Buy |
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|
2017
Q3 | $335K | Sell |
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|
2017
Q2 | $329K | Sell |
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|
2017
Q1 | $341K | Hold |
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|
2016
Q4 | $330K | Buy |
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