Life Planning Partners’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,578
| Closed | -$201K | – | 62 |
|
|
2024
Q4 | $201K | Hold |
5,578
| – | – | 0.19% | 59 |
|
|
2024
Q3 | $215K | Sell |
5,578
-1,695
| -23% | -$65.2K | 0.19% | 60 |
|
|
2024
Q2 | $259K | Sell |
7,273
-691
| -9% | -$24.6K | 0.24% | 54 |
|
|
2024
Q1 | $287K | Sell |
7,964
-4,607
| -37% | -$166K | 0.29% | 53 |
|
|
2023
Q4 | $462K | Buy |
+12,571
| New | +$462K | 0.45% | 38 |
|
|
2022
Q3 | $621K | Hold |
19,211
| – | – | 0.71% | 28 |
|
|
2022
Q2 | $660K | Hold |
19,211
| – | – | 0.74% | 27 |
|
|
2022
Q1 | $708K | Buy |
19,211
+170
| +0.9% | +$6.27K | 0.72% | 30 |
|
|
2021
Q4 | $750K | Buy |
+19,041
| New | +$750K | 0.76% | 31 |
|