KWM
Kingsview 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 | $228K | Sell |
2,460
-616
| -20% | -$57.1K | ﹤0.01% | 1058 |
|
|
2025
Q1 | $279K | Sell |
3,076
-3,000
| -49% | -$272K | 0.01% | 922 |
|
|
2024
Q4 | $541K | Buy |
6,076
+1,181
| +24% | +$105K | 0.01% | 712 |
|
|
2024
Q3 | $458K | Buy |
4,895
+1,800
| +58% | +$168K | 0.01% | 750 |
|
|
2024
Q2 | $274K | Sell |
3,095
-119
| -4% | -$10.5K | 0.01% | 872 |
|
|
2024
Q1 | $288K | Buy |
3,214
+748
| +30% | +$67.1K | 0.01% | 829 |
|
|
2023
Q4 | $220K | Sell |
2,466
-965
| -28% | -$86K | 0.01% | 871 |
|
|
2023
Q3 | $283K | Buy |
3,431
+515
| +18% | +$42.5K | 0.01% | 766 |
|
|
2023
Q2 | $252K | Sell |
2,916
-433
| -13% | -$37.5K | 0.01% | 796 |
|
|
2023
Q1 | $289K | Sell |
3,349
-1,364
| -29% | -$118K | 0.01% | 716 |
|
|
2022
Q4 | $399K | Sell |
4,713
-1,326
| -22% | -$112K | 0.02% | 578 |
|
|
2022
Q3 | $480K | Sell |
6,039
-1,390
| -19% | -$110K | 0.02% | 512 |
|
|
2022
Q2 | $634K | Buy |
7,429
+1,699
| +30% | +$145K | 0.03% | 483 |
|
|
2022
Q1 | $560K | Sell |
5,730
-6,454
| -53% | -$631K | 0.02% | 543 |
|
|
2021
Q4 | $1.33M | Sell |
12,184
-4,079
| -25% | -$445K | 0.06% | 314 |
|
|
2021
Q3 | $1.79M | Sell |
16,263
-1,249
| -7% | -$137K | 0.08% | 251 |
|
|
2021
Q2 | $1.96M | Sell |
17,512
-5,437
| -24% | -$609K | 0.1% | 225 |
|
|
2021
Q1 | $2.51M | Buy |
22,949
+16,992
| +285% | +$1.86M | 0.14% | 156 |
|
|
2020
Q4 | $690K | Sell |
5,957
-574
| -9% | -$66.5K | 0.05% | 367 |
|
|
2020
Q3 | $724K | Sell |
6,531
-927
| -12% | -$103K | 0.06% | 286 |
|
|
2020
Q2 | $815K | Sell |
7,458
-1,702
| -19% | -$186K | 0.08% | 241 |
|
|
2020
Q1 | $886K | Buy |
9,160
+2,222
| +32% | +$215K | 0.12% | 193 |
|
|
2019
Q4 | $795K | Buy |
6,938
+81
| +1% | +$9.28K | 0.1% | 224 |
|
|
2019
Q3 | $777K | Sell |
6,857
-2,659
| -28% | -$301K | 0.12% | 183 |
|
|
2019
Q2 | $1.08M | Buy |
9,516
+459
| +5% | +$52K | 0.18% | 142 |
|
|
2019
Q1 | $997K | Buy |
9,057
+4,473
| +98% | +$492K | 0.15% | 172 |
|
|
2018
Q4 | $476K | Sell |
4,584
-2,693
| -37% | -$280K | 0.1% | 227 |
|
|
2018
Q3 | $785K | Buy |
7,277
+4,432
| +156% | +$478K | 0.16% | 174 |
|
|
2018
Q2 | $304K | Sell |
2,845
-1,198
| -30% | -$128K | 0.07% | 262 |
|
|
2018
Q1 | $456K | Buy |
4,043
+1,280
| +46% | +$144K | 0.11% | 209 |
|
|
2017
Q4 | $321K | Buy |
+2,763
| New | +$321K | 0.11% | 234 |
|