Plante Moran 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 | $9.17K | Buy |
+99
| New | +$9.17K | ﹤0.01% | 575 |
|
|
2025
Q1 | – | Sell |
-60
| Closed | -$5.34K | – | 840 |
|
|
2024
Q4 | $5.34K | Sell |
60
-38
| -39% | -$3.38K | ﹤0.01% | 678 |
|
|
2024
Q3 | $9.17K | Buy |
98
+20
| +26% | +$1.87K | ﹤0.01% | 609 |
|
|
2024
Q2 | $6.9K | Buy |
78
+2
| +3% | +$177 | ﹤0.01% | 616 |
|
|
2024
Q1 | $6.85K | Buy |
+76
| New | +$6.85K | ﹤0.01% | 655 |
|
|
2023
Q2 | – | Sell |
-9
| Closed | -$777 | – | 821 |
|
|
2023
Q1 | $777 | Buy |
+9
| New | +$777 | ﹤0.01% | 743 |
|
|
2022
Q4 | – | Sell |
-527
| Closed | -$42K | – | 897 |
|
|
2022
Q3 | $42K | Buy |
+527
| New | +$42K | 0.01% | 333 |
|
|
2022
Q2 | – | Sell |
-6
| Closed | -$1K | – | 993 |
|
|
2022
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 775 |
|
|
2021
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 955 |
|
|
2020
Q4 | – | Sell |
-3
| Closed | – | – | 919 |
|
|
2020
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 866 |
|
|
2020
Q2 | – | Sell |
-95
| Closed | -$9K | – | 779 |
|
|
2020
Q1 | $9K | Buy |
+95
| New | +$9K | ﹤0.01% | 507 |
|
|
2016
Q1 | – | Sell |
-13
| Closed | -$1K | – | 895 |
|
|
2015
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 902 |
|