IWM
Integris 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 | $387K | Sell |
4,174
-214
| -5% | -$19.8K | 0.1% | 74 |
|
|
2025
Q1 | $398K | Sell |
4,388
-37
| -0.8% | -$3.35K | 0.11% | 66 |
|
|
2024
Q4 | $394K | Sell |
4,425
-272
| -6% | -$24.2K | 0.11% | 66 |
|
|
2024
Q3 | $440K | Sell |
4,697
-522
| -10% | -$48.8K | 0.12% | 56 |
|
|
2024
Q2 | $462K | Buy |
5,219
+462
| +10% | +$40.9K | 0.13% | 50 |
|
|
2024
Q1 | $427K | Sell |
4,757
-295
| -6% | -$26.5K | 0.12% | 59 |
|
|
2023
Q4 | $450K | Buy |
5,052
+433
| +9% | +$38.6K | 0.13% | 55 |
|
|
2023
Q3 | $381K | Sell |
4,619
-5,439
| -54% | -$449K | 0.12% | 56 |
|
|
2023
Q2 | $870K | Sell |
10,058
-1,509
| -13% | -$131K | 0.31% | 28 |
|
|
2023
Q1 | $998K | Sell |
11,567
-1,585
| -12% | -$137K | 0.37% | 28 |
|
|
2022
Q4 | $1.11M | Buy |
+13,152
| New | +$1.11M | 0.43% | 27 |
|