Oxford Financial Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-23	Closed	-$2.13K	–	281
2025 Q2	$2.13K	Buy	+23	New	+$2.07K	﹤0.01%	259
2024 Q3	–	Sell	-76	Closed	-$6.72K	–	305
2024 Q2	$6.72K	Buy	+76	New	+$6.74K	﹤0.01%	310
2024 Q1	–	Sell	-427	Closed	-$38K	–	280
2023 Q4	$38K	Hold	427	–	–	﹤0.01%	267
2023 Q3	$35.2K	Hold	427	–	–	﹤0.01%	244
2023 Q2	$37K	Sell	427 -247	-37%	-$21.1K	﹤0.01%	261
2023 Q1	$58.2K	Buy	674 +247	+58%	+$21.3K	0.01%	215
2022 Q4	$36.1K	Sell	427 -641	-60%	-$53K	﹤0.01%	223
2022 Q3	$85K	Buy	1,068 +427	+67%	+$36.5K	0.01%	188
2022 Q2	$55K	Sell	641 -48	-7%	-$4.34K	0.01%	221
2022 Q1	$67K	Hold	689	–	–	0.01%	214
2021 Q4	$75K	Buy	689 +436	+172%	+$47.6K	0.01%	225
2021 Q3	$28K	Buy	+253	New	+$28.4K	﹤0.01%	225
2021 Q1	–	Sell	-2	Closed	–	–	225
2020 Q4	$0	Buy	+2	New	+$226	﹤0.01%	211
2020 Q3	–	Sell	-253	Closed	-$28K	–	187
2020 Q2	$28K	Sell	253 -300	-54%	-$31K	﹤0.01%	175
2020 Q1	$53K	Buy	+553	New	+$61K	0.01%	176