Mount Yale 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 | $692K | Buy |
7,467
+1,195
| +19% | +$111K | 0.05% | 275 |
|
|
2025
Q1 | $568K | Sell |
6,272
-101
| -2% | -$9.15K | 0.05% | 304 |
|
|
2024
Q4 | $567K | Sell |
6,373
-399
| -6% | -$35.5K | 0.05% | 322 |
|
|
2024
Q3 | $634K | Buy |
6,772
+221
| +3% | +$20.7K | 0.06% | 290 |
|
|
2024
Q2 | $580K | Sell |
6,551
-246
| -4% | -$21.8K | 0.05% | 314 |
|
|
2024
Q1 | $609K | Buy |
6,797
+1,636
| +32% | +$147K | 0.05% | 313 |
|
|
2023
Q4 | $460K | Buy |
5,161
+1,611
| +45% | +$143K | 0.04% | 334 |
|
|
2023
Q3 | $293K | Buy |
3,550
+31
| +0.9% | +$2.56K | 0.03% | 397 |
|
|
2023
Q2 | $305K | Buy |
3,519
+446
| +15% | +$38.6K | 0.03% | 385 |
|
|
2023
Q1 | $265K | Buy |
+3,073
| New | +$265K | 0.03% | 410 |
|