Peak Financial Advisors’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
2026 Q1	$11M	Sell	117,052 -1,531	-1%	-$147K	4.87%	7
2025 Q4	$11.4M	Buy	118,583 +38,687	+48%	+$3.72M	5.13%	6
2025 Q3	$7.61M	Buy	79,896 +237	+0.3%	+$22.2K	3.65%	5
2025 Q2	$7.38M	Buy	79,659 +8,471	+12%	+$763K	3.78%	6
2025 Q1	$6.45M	Buy	71,188 +1,657	+2%	+$150K	3.28%	8
2024 Q4	$6.19M	Sell	69,531 -126	-0.2%	-$11.5K	3.22%	9
2024 Q3	$6.52M	Sell	69,657 -816	-1%	-$74.4K	3.35%	7
2024 Q2	$6.24M	Buy	70,473 +1,964	+3%	+$174K	3.58%	7
2024 Q1	$6.14M	Buy	+68,509	New	+$6.03M	3.74%	8
2022 Q2	–	Sell	-3,070	Closed	-$300K	–	72
2022 Q1	$300K	Buy	+3,070	New	+$311K	0.26%	64
2021 Q1	–	Sell	-62,463	Closed	-$7.24M	–	74
2020 Q4	$7.24M	Buy	+62,463	New	+$7.07M	6.24%	4