Market Street Wealth Management 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
2024
Q2
Sell
-3,267
Closed -$293K 92
2024
Q1
$293K Sell
3,267
-3,304
-50% -$296K 0.05% 84
2023
Q4
$585K Sell
6,571
-67,229
-91% -$5.99M 0.12% 70
2023
Q3
$6.09M Buy
73,800
+3,106
+4% +$256K 1.56% 16
2023
Q2
$6.12M Buy
70,694
+4,871
+7% +$422K 1.55% 16
2023
Q1
$5.68M Buy
+65,823
New +$5.68M 1.49% 16