HGWM
Horst & Graben Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.14M | Sell |
55,530
-1,421
| -2% | -$132K | 0.85% | 27 |
|
|
2025
Q1 | $5.16M | Buy |
56,951
+8,696
| +18% | +$788K | 0.93% | 24 |
|
|
2024
Q4 | $4.3M | Buy |
48,255
+1,365
| +3% | +$122K | 0.76% | 24 |
|
|
2024
Q3 | $4.39M | Sell |
46,890
-150
| -0.3% | -$14K | 0.79% | 22 |
|
|
2024
Q2 | $4.16M | Sell |
47,040
-19,729
| -30% | -$1.75M | 0.8% | 23 |
|
|
2024
Q1 | $5.99M | Buy |
66,769
+24,385
| +58% | +$2.19M | 1.22% | 19 |
|
|
2023
Q4 | $3.77M | Sell |
42,384
-6,458
| -13% | -$575K | 0.83% | 24 |
|
|
2023
Q3 | $4.03M | Sell |
48,842
-2,190
| -4% | -$181K | 0.99% | 20 |
|
|
2023
Q2 | $4.42M | Sell |
51,032
-45,458
| -47% | -$3.93M | 1.05% | 18 |
|
|
2023
Q1 | $8.33M | Buy |
96,490
+84,910
| +733% | +$7.33M | 2.06% | 15 |
|
|
2022
Q4 | $980K | Sell |
11,580
-330
| -3% | -$27.9K | 0.26% | 49 |
|
|
2022
Q3 | $946K | Buy |
11,910
+1,533
| +15% | +$122K | 0.27% | 44 |
|
|
2022
Q2 | $885K | Buy |
10,377
+4,665
| +82% | +$398K | 0.24% | 54 |
|
|
2022
Q1 | $558K | Buy |
+5,712
| New | +$558K | 0.14% | 76 |
|
|
2020
Q2 | – | Sell |
-3,996
| Closed | -$386K | – | 99 |
|
|
2020
Q1 | $386K | Buy |
+3,996
| New | +$386K | 0.2% | 61 |
|