PFA
Pettinga Financial Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.43M | Buy |
15,390
+1,173
| +8% | +$109K | 0.31% | 51 |
|
2025
Q1 | $1.29M | Sell |
14,217
-2,213
| -13% | -$200K | 0.3% | 52 |
|
2024
Q4 | $1.46M | Buy |
16,430
+497
| +3% | +$44.3K | 0.33% | 49 |
|
2024
Q3 | $1.49M | Buy |
15,933
+7
| +0% | +$655 | 0.35% | 44 |
|
2024
Q2 | $1.41M | Buy |
15,926
+367
| +2% | +$32.5K | 0.35% | 47 |
|
2024
Q1 | $1.4M | Buy |
15,559
+2,592
| +20% | +$232K | 0.36% | 50 |
|
2023
Q4 | $1.15M | Sell |
12,967
-6,292
| -33% | -$560K | 0.31% | 53 |
|
2023
Q3 | $1.59M | Buy |
19,259
+32
| +0.2% | +$2.64K | 0.48% | 38 |
|
2023
Q2 | $1.66M | Buy |
19,227
+642
| +3% | +$55.6K | 0.49% | 37 |
|
2023
Q1 | $1.6M | Buy |
+18,585
| New | +$1.6M | 0.5% | 37 |
|
2019
Q3 | – | Sell |
-2,042
| Closed | -$231K | – | 91 |
|
2019
Q2 | $231K | Buy |
+2,042
| New | +$231K | 0.12% | 82 |
|
2019
Q1 | – | Sell |
-2,156
| Closed | -$224K | – | 94 |
|
2018
Q4 | $224K | Buy |
+2,156
| New | +$224K | 0.15% | 79 |
|