KLI
Kelman-Lazarov Inc’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
Q1 | – | Sell |
-22,716
| Closed | -$2.02M | – | 118 |
|
|
2024
Q4 | $2.02M | Buy |
22,716
+2,142
| +10% | +$191K | 0.36% | 34 |
|
|
2024
Q3 | $1.93M | Buy |
20,574
+820
| +4% | +$76.7K | 0.33% | 36 |
|
|
2024
Q2 | $1.75M | Buy |
19,754
+2,176
| +12% | +$193K | 0.33% | 38 |
|
|
2024
Q1 | $1.58M | Buy |
17,578
+789
| +5% | +$70.7K | 0.31% | 41 |
|
|
2023
Q4 | $1.5M | Buy |
16,789
+1,023
| +6% | +$91.1K | 0.32% | 39 |
|
|
2023
Q3 | $1.3M | Sell |
15,766
-7,151
| -31% | -$590K | 0.31% | 42 |
|
|
2023
Q2 | $1.98M | Buy |
22,917
+5,528
| +32% | +$478K | 0.48% | 30 |
|
|
2023
Q1 | $1.5M | Buy |
17,389
+2,247
| +15% | +$194K | 0.39% | 32 |
|
|
2022
Q4 | $1.28M | Buy |
15,142
+6,851
| +83% | +$580K | 0.36% | 38 |
|
|
2022
Q3 | $658K | Buy |
8,291
+28
| +0.3% | +$2.22K | 0.22% | 42 |
|
|
2022
Q2 | $705K | Buy |
+8,263
| New | +$705K | 0.24% | 37 |
|