Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’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
$1.13M Buy
12,244
+705
+6% +$65.3K 0.16% 52
2025
Q1
$1.05M Buy
11,539
+3,293
+40% +$298K 0.16% 49
2024
Q4
$734K Buy
+8,246
New +$734K 0.12% 60
2024
Q3
Sell
-7,149
Closed -$633K 66
2024
Q2
$633K Sell
7,149
-3,086
-30% -$273K 0.12% 63
2024
Q1
$918K Buy
+10,235
New +$918K 0.19% 48
2023
Q4
Sell
-6,956
Closed -$574K 170
2023
Q3
$574K Buy
+6,956
New +$574K 0.14% 58