Interactive Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,592
| Closed | -$135K | – | 100 |
|
|
2022
Q4 | $135K | Sell |
1,592
-147
| -8% | -$12.2K | 0.08% | 101 |
|
|
2022
Q3 | $138K | Sell |
1,739
-603
| -26% | -$51.5K | 0.08% | 97 |
|
|
2022
Q2 | $200K | Sell |
2,342
-2,156
| -48% | -$195K | 0.1% | 78 |
|
|
2022
Q1 | $438K | Buy |
4,498
+2,545
| +130% | +$258K | 0.21% | 65 |
|
|
2021
Q4 | $213K | Sell |
1,953
-38,223
| -95% | -$4.17M | 0.08% | 84 |
|
|
2021
Q3 | $4.42M | Buy |
40,176
+38,863
| +2,960% | +$4.36M | 1.93% | 17 |
|
|
2021
Q2 | $148K | Buy |
+1,313
| New | +$146K | 0.06% | 95 |
|
|
2021
Q1 | – | Sell |
-41,411
| Closed | -$4.8M | – | 163 |
|
|
2020
Q4 | $4.8M | Buy |
41,411
+39,726
| +2,358% | +$4.5M | 2.18% | 16 |
|
|
2020
Q3 | $187K | Buy |
1,685
+14
| +0.8% | +$1.57K | 0.09% | 72 |
|
|
2020
Q2 | $183K | Buy |
+1,671
| New | +$173K | 0.09% | 70 |
|
|
2019
Q4 | – | Sell |
-1,512
| Closed | -$171K | – | 144 |
|
|
2019
Q3 | $171K | Sell |
1,512
-198
| -12% | -$22.5K | 0.08% | 71 |
|
|
2019
Q2 | $194K | Sell |
1,710
-51,615
| -97% | -$5.69M | 0.09% | 72 |
|
|
2019
Q1 | $5.87M | Buy |
+53,325
| New | +$5.75M | 2.83% | 14 |
|
|
2018
Q2 | – | Sell |
-1,147
| Closed | -$129K | – | 112 |
|
|
2018
Q1 | $129K | Sell |
1,147
-56,839
| -98% | -$6.46M | 0.06% | 72 |
|
|
2017
Q4 | $6.73M | Sell |
57,986
-1,879
| -3% | -$217K | 2.96% | 12 |
|
|
2017
Q3 | $6.97M | Buy |
59,865
+3,165
| +6% | +$366K | 3.18% | 12 |
|
|
2017
Q2 | $6.48M | Buy |
56,700
+55,028
| +3,291% | +$6.32M | 3.05% | 12 |
|
|
2017
Q1 | $190K | Buy |
1,672
+733
| +78% | +$82.5K | 0.09% | 61 |
|
|
2016
Q4 | $103K | Sell |
939
-47,984
| -98% | -$5.38M | 0.05% | 69 |
|
|
2016
Q3 | $5.73M | Buy |
48,923
+4,440
| +10% | +$517K | 2.87% | 14 |
|
|
2016
Q2 | $5.12M | Buy |
44,483
+39,306
| +759% | +$4.38M | 2.7% | 13 |
|
|
2016
Q1 | $571K | Buy |
5,177
+5,126
| +10,051% | +$546K | 0.35% | 40 |
|
|
2015
Q4 | $5K | Sell |
51
-3
| -6% | -$323 | ﹤0.01% | 85 |
|
|
2015
Q3 | $6K | Hold |
54
| – | – | ﹤0.01% | 75 |
|
|
2015
Q2 | $6K | Sell |
54
-778
| -94% | -$87.1K | ﹤0.01% | 86 |
|
|
2015
Q1 | $93K | Sell |
832
-345
| -29% | -$38.3K | 0.05% | 59 |
|
|
2014
Q4 | $129K | Sell |
1,177
-2,707
| -70% | -$305K | 0.07% | 50 |
|
|
2014
Q3 | $438K | Buy |
3,884
+3,498
| +906% | +$401K | 0.25% | 41 |
|
|
2014
Q2 | $44K | Buy |
386
+338
| +704% | +$38.4K | 0.02% | 59 |
|
|
2014
Q1 | $5K | Sell |
48
-1
| -2% | -$109 | ﹤0.01% | 74 |
|
|
2013
Q4 | $5K | Sell |
49
-9
| -16% | -$983 | ﹤0.01% | 66 |
|
|
2013
Q3 | $6K | Buy |
58
+41
| +241% | +$4.45K | ﹤0.01% | 65 |
|
|
2013
Q2 | $2K | Buy |
+17
| New | +$1.99K | ﹤0.01% | 58 |
|
Other funds holding EMB
COPPSERS
Interactive Financial Advisors's EMB Position: Q1 2023 in Review
Interactive Financial Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2023, closing a stake of 1,592 shares — an estimated $135K sold.
Interactive Financial Advisors first reported a position in EMB in Q2 2013 and held it in 33 quarters. The position peaked at $6.97M in Q3 2017. 759 funds tracked by Wall St. Rank hold EMB as of Q1 2023.
- Interactive Financial Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2023 after selling out during the quarter.
- Interactive Financial Advisors sold 1,592 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2023, an estimated $135K.
- Interactive Financial Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and held it in 33 quarters.
- Interactive Financial Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $6.97M in Q3 2017.
- 759 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2023.
Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.