Optivise Advisory Services’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	$495K	Buy	5,345 +827	+18%	+$76.6K	0.25%	94
2025 Q1	$409K	Sell	4,518 -5	-0.1%	-$453	0.23%	95
2024 Q4	$403K	Sell	4,523 -193	-4%	-$17.2K	0.22%	103
2024 Q3	$441K	Buy	4,716 +16	+0.3%	+$1.5K	0.23%	89
2024 Q2	$416K	Buy	+4,700	New	+$416K	0.22%	96