North Ridge 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 | $401K | Buy |
4,330
+827
| +24% | +$76.6K | 0.25% | 36 |
|
|
2025
Q1 | $317K | Sell |
3,503
-5
| -0.1% | -$453 | 0.21% | 35 |
|
|
2024
Q4 | $312K | Sell |
3,508
-990
| -22% | -$88.2K | 0.22% | 37 |
|
|
2024
Q3 | $421K | Buy |
4,498
+5
| +0.1% | +$468 | 0.29% | 34 |
|
|
2024
Q2 | $398K | Hold |
4,493
| – | – | 0.3% | 33 |
|
|
2024
Q1 | $403K | Hold |
4,493
| – | – | 0.31% | 33 |
|
|
2023
Q4 | $400K | Buy |
+4,493
| New | +$400K | 0.33% | 34 |
|
|
2023
Q3 | – | Sell |
-2,318
| Closed | -$201K | – | 37 |
|
|
2023
Q2 | $201K | Buy |
+2,318
| New | +$201K | 0.19% | 38 |
|