LifePlan Investment Advisors’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 | $3.29M | Buy |
35,570
+365
| +1% | +$33.8K | 1.64% | 23 |
|
|
2025
Q1 | $3.19M | Buy |
35,205
+2,167
| +7% | +$196K | 1.83% | 20 |
|
|
2024
Q4 | $2.94M | Sell |
33,038
-742
| -2% | -$66.1K | 1.82% | 20 |
|
|
2024
Q3 | $3.16M | Buy |
33,780
+1,392
| +4% | +$130K | 2.02% | 21 |
|
|
2024
Q2 | $2.87M | Buy |
32,388
+1,008
| +3% | +$89.2K | 2.07% | 19 |
|
|
2024
Q1 | $2.81M | Buy |
31,380
+1,369
| +5% | +$123K | 2.24% | 15 |
|
|
2023
Q4 | $2.67M | Buy |
30,011
+899
| +3% | +$80.1K | 2.45% | 14 |
|
|
2023
Q3 | $2.4M | Buy |
29,112
+1,116
| +4% | +$92.1K | 2.55% | 15 |
|
|
2023
Q2 | $2.42M | Buy |
+27,996
| New | +$2.42M | 2.71% | 14 |
|