Peak Financial 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 | $7.38M | Buy |
79,659
+8,471
| +12% | +$785K | 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% | -$11.2K | 3.22% | 9 |
|
|
2024
Q3 | $6.52M | Sell |
69,657
-816
| -1% | -$76.4K | 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 | +$6.14M | 3.74% | 8 |
|
|
2022
Q2 | – | Sell |
-3,070
| Closed | -$300K | – | 72 |
|
|
2022
Q1 | $300K | Buy |
+3,070
| New | +$300K | 0.26% | 64 |
|
|
2021
Q1 | – | Sell |
-62,463
| Closed | -$7.24M | – | 74 |
|
|
2020
Q4 | $7.24M | Buy |
+62,463
| New | +$7.24M | 6.24% | 4 |
|