Life Planning Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Sell |
4,596
-1,132
| -20% | -$105K | 0.34% | 46 |
|
|
2025
Q1 | $519K | Sell |
5,728
-1,113
| -16% | -$101K | 0.47% | 40 |
|
|
2024
Q4 | $609K | Sell |
6,841
-766
| -10% | -$68.2K | 0.56% | 36 |
|
|
2024
Q3 | $712K | Sell |
7,607
-994
| -12% | -$93K | 0.64% | 35 |
|
|
2024
Q2 | $761K | Sell |
8,601
-1,123
| -12% | -$99.4K | 0.69% | 29 |
|
|
2024
Q1 | $872K | Sell |
9,724
-4,768
| -33% | -$428K | 0.87% | 26 |
|
|
2023
Q4 | $1.29M | Buy |
+14,492
| New | +$1.29M | 1.27% | 21 |
|
|
2022
Q3 | $1.64M | Sell |
20,689
-821
| -4% | -$65.2K | 1.88% | 15 |
|
|
2022
Q2 | $1.84M | Buy |
21,510
+3
| +0% | +$256 | 2.07% | 15 |
|
|
2022
Q1 | $2.11M | Sell |
21,507
-414
| -2% | -$40.5K | 2.14% | 15 |
|
|
2021
Q4 | $2.39M | Buy |
+21,921
| New | +$2.39M | 2.41% | 12 |
|