Plan Group Financial’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 | $4.29M | Sell |
46,292
-18,069
| -28% | -$1.67M | 1.41% | 15 |
|
|
2025
Q1 | $5.83M | Buy |
64,361
+6,685
| +12% | +$606K | 2.08% | 10 |
|
|
2024
Q4 | $5.14M | Buy |
57,676
+875
| +2% | +$77.9K | 2.71% | 11 |
|
|
2024
Q3 | $5.32M | Buy |
56,801
+4,017
| +8% | +$376K | 2.81% | 10 |
|
|
2024
Q2 | $4.67M | Buy |
52,784
+3,684
| +8% | +$326K | 2.86% | 10 |
|
|
2024
Q1 | $4.4M | Buy |
49,100
+5,733
| +13% | +$514K | 2.89% | 10 |
|
|
2023
Q4 | $3.86M | Sell |
43,367
-30,642
| -41% | -$2.73M | 3.39% | 10 |
|
|
2023
Q3 | $6.11M | Buy |
74,009
+57,824
| +357% | +$4.77M | 4.4% | 8 |
|
|
2023
Q2 | $1.4M | Buy |
+16,185
| New | +$1.4M | 1.17% | 20 |
|