Insight Wealth 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 | $3.43M | Buy |
37,079
+299
| +0.8% | +$27.7K | 1.33% | 14 |
|
|
2025
Q1 | $3.33M | Buy |
36,780
+410
| +1% | +$37.1K | 0.55% | 14 |
|
|
2024
Q4 | $3.24M | Buy |
36,370
+2,565
| +8% | +$228K | 0.44% | 14 |
|
|
2024
Q3 | $3.16M | Buy |
33,805
+1,106
| +3% | +$104K | 0.62% | 14 |
|
|
2024
Q2 | $2.89M | Sell |
32,699
-1,333
| -4% | -$118K | 0.5% | 12 |
|
|
2024
Q1 | $3.05M | Buy |
34,032
+1,912
| +6% | +$171K | 0.53% | 10 |
|
|
2023
Q4 | $2.86M | Sell |
32,120
-1,256
| -4% | -$112K | 0.5% | 11 |
|
|
2023
Q3 | $2.75M | Sell |
33,376
-63
| -0.2% | -$5.2K | 0.53% | 10 |
|
|
2023
Q2 | $2.89M | Sell |
33,439
-8,578
| -20% | -$742K | 0.67% | 10 |
|
|
2023
Q1 | $3.63M | Sell |
42,017
-782
| -2% | -$67.5K | 0.81% | 9 |
|
|
2022
Q4 | $3.62M | Buy |
42,799
+2,805
| +7% | +$237K | 2.71% | 10 |
|
|
2022
Q3 | $3.18M | Sell |
39,994
-13,838
| -26% | -$1.1M | 3% | 10 |
|
|
2022
Q2 | $4.59M | Sell |
53,832
-169
| -0.3% | -$14.4K | 3.45% | 8 |
|
|
2022
Q1 | $5.28M | Buy |
54,001
+6,904
| +15% | +$675K | 2.93% | 8 |
|
|
2021
Q4 | $5.14M | Buy |
47,097
+8,507
| +22% | +$928K | 0.96% | 11 |
|
|
2021
Q3 | $4.25M | Buy |
38,590
+439
| +1% | +$48.3K | 2.28% | 13 |
|
|
2021
Q2 | $4.29M | Buy |
38,151
+342
| +0.9% | +$38.5K | 2.28% | 13 |
|
|
2021
Q1 | $4.12M | Buy |
37,809
+14,809
| +64% | +$1.61M | 2.03% | 13 |
|
|
2020
Q4 | $2.67M | Sell |
23,000
-8,413
| -27% | -$975K | 1.63% | 12 |
|
|
2020
Q3 | $3.48M | Buy |
31,413
+2,771
| +10% | +$307K | 3.33% | 11 |
|
|
2020
Q2 | $3.13M | Buy |
28,642
+1,711
| +6% | +$187K | 3.21% | 8 |
|
|
2020
Q1 | $2.6M | Sell |
26,931
-4,629
| -15% | -$448K | 3.4% | 9 |
|
|
2019
Q4 | $3.62M | Buy |
+31,560
| New | +$3.62M | 3.59% | 7 |
|