LWM
Liberty 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 | $2.88M | Buy |
+31,088
| New | +$2.88M | 0.45% | 50 |
|
|
2025
Q1 | – | Sell |
-27,923
| Closed | -$2.48M | – | 166 |
|
|
2024
Q4 | $2.48M | Sell |
27,923
-1,134
| -4% | -$101K | 0.41% | 52 |
|
|
2024
Q3 | $2.72M | Sell |
29,057
-51,231
| -64% | -$4.79M | 0.46% | 47 |
|
|
2024
Q2 | $2.57M | Buy |
80,288
+58,302
| +265% | +$1.86M | 0.47% | 47 |
|
|
2024
Q1 | $1.97M | Buy |
21,986
+5,296
| +32% | +$475K | 0.38% | 51 |
|
|
2023
Q4 | $1.49M | Buy |
16,690
+560
| +3% | +$49.9K | 0.32% | 53 |
|
|
2023
Q3 | $1.33M | Buy |
16,130
+121
| +0.8% | +$9.98K | 0.33% | 50 |
|
|
2023
Q2 | $1.39M | Sell |
16,009
-905
| -5% | -$78.3K | 0.34% | 43 |
|
|
2023
Q1 | $1.46M | Buy |
+16,914
| New | +$1.46M | 0.3% | 59 |
|
|
2022
Q3 | $341K | Buy |
4,300
+434
| +11% | +$34.4K | 0.09% | 100 |
|
|
2022
Q2 | $329K | Sell |
3,866
-42
| -1% | -$3.57K | 0.13% | 105 |
|
|
2022
Q1 | $381K | Buy |
3,908
+3,598
| +1,161% | +$351K | 0.14% | 95 |
|
|
2021
Q4 | $34.1K | Sell |
310
-3,394
| -92% | -$374K | 1.48% | 12 |
|
|
2021
Q3 | $408K | Buy |
3,704
+2,526
| +214% | +$278K | 0.15% | 89 |
|
|
2021
Q2 | $133K | Buy |
1,178
+508
| +76% | +$57.4K | 0.05% | 179 |
|
|
2021
Q1 | $76K | Hold |
670
| – | – | 0.04% | 217 |
|
|
2020
Q4 | $76K | Sell |
670
-21
| -3% | -$2.38K | 0.04% | 215 |
|
|
2020
Q3 | $77K | Buy |
691
+38
| +6% | +$4.23K | 0.05% | 182 |
|
|
2020
Q2 | $71K | Sell |
653
-1,466
| -69% | -$159K | 0.05% | 183 |
|
|
2020
Q1 | $206K | Sell |
2,119
-449
| -17% | -$43.7K | 0.18% | 85 |
|
|
2019
Q4 | $294K | Buy |
2,568
+454
| +21% | +$52K | 0.23% | 81 |
|
|
2019
Q3 | $243K | Buy |
2,114
+543
| +35% | +$62.4K | 0.23% | 83 |
|
|
2019
Q2 | $178K | Sell |
1,571
-3,677
| -70% | -$417K | 0.16% | 112 |
|
|
2019
Q1 | $577K | Buy |
5,248
+508
| +11% | +$55.9K | 0.43% | 33 |
|
|
2018
Q4 | $492K | Buy |
+4,740
| New | +$492K | 0.37% | 36 |
|