Martel Wealth 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 | $2.13M | Sell |
22,972
-409
| -2% | -$37.9K | 0.39% | 22 |
|
|
2025
Q1 | $2.12M | Buy |
23,381
+810
| +4% | +$73.4K | 0.42% | 22 |
|
|
2024
Q4 | $2.01M | Buy |
22,571
+321
| +1% | +$28.6K | 0.39% | 24 |
|
|
2024
Q3 | $2.06M | Buy |
22,250
+312
| +1% | +$28.9K | 0.42% | 24 |
|
|
2024
Q2 | $1.94M | Buy |
21,938
+286
| +1% | +$25.3K | 0.42% | 23 |
|
|
2024
Q1 | $1.94M | Buy |
21,652
+35
| +0.2% | +$3.14K | 0.42% | 24 |
|
|
2023
Q4 | $1.93M | Buy |
21,617
+119
| +0.6% | +$10.6K | 0.44% | 25 |
|
|
2023
Q3 | $1.77M | Sell |
21,498
-278
| -1% | -$22.9K | 0.44% | 27 |
|
|
2023
Q2 | $1.88M | Buy |
21,776
+1,074
| +5% | +$92.9K | 0.46% | 26 |
|
|
2023
Q1 | $1.79M | Buy |
20,702
+2,598
| +14% | +$224K | 0.46% | 25 |
|
|
2022
Q4 | $1.53M | Sell |
18,104
-10,602
| -37% | -$897K | 0.42% | 26 |
|
|
2022
Q3 | $2.28M | Buy |
28,706
+102
| +0.4% | +$8.1K | 0.65% | 19 |
|
|
2022
Q2 | $2.44M | Sell |
28,604
-1,086
| -4% | -$92.7K | 0.67% | 20 |
|
|
2022
Q1 | $2.9M | Sell |
29,690
-854
| -3% | -$83.5K | 0.71% | 17 |
|
|
2021
Q4 | $3.33M | Buy |
30,544
+484
| +2% | +$52.8K | 0.79% | 15 |
|
|
2021
Q3 | $3.31M | Buy |
30,060
+387
| +1% | +$42.6K | 0.83% | 15 |
|
|
2021
Q2 | $3.34M | Buy |
29,673
+1,680
| +6% | +$189K | 0.84% | 15 |
|
|
2021
Q1 | $3.05M | Buy |
27,993
+1,831
| +7% | +$199K | 0.84% | 17 |
|
|
2020
Q4 | $3.03M | Buy |
26,162
+614
| +2% | +$71.2K | 0.88% | 17 |
|
|
2020
Q3 | $2.83M | Buy |
25,548
+217
| +0.9% | +$24.1K | 0.92% | 15 |
|
|
2020
Q2 | $2.77M | Buy |
25,331
+2,310
| +10% | +$252K | 0.96% | 15 |
|
|
2020
Q1 | $2.23M | Sell |
23,021
-2,230
| -9% | -$216K | 0.87% | 16 |
|
|
2019
Q4 | $2.89M | Buy |
25,251
+333
| +1% | +$38.1K | 1% | 15 |
|
|
2019
Q3 | $2.82M | Sell |
24,918
-324
| -1% | -$36.7K | 1.02% | 15 |
|
|
2019
Q2 | $2.86M | Buy |
25,242
+312
| +1% | +$35.3K | 1.04% | 16 |
|
|
2019
Q1 | $2.74M | Buy |
24,930
+1,226
| +5% | +$135K | 1.03% | 17 |
|
|
2018
Q4 | $2.46M | Sell |
23,704
-1,172
| -5% | -$122K | 1.01% | 15 |
|
|
2018
Q3 | $2.68M | Buy |
+24,876
| New | +$2.68M | 1.02% | 16 |
|