PWAC
Private Wealth Advisors (California)’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 | $3.66M | Buy |
39,499
+934
| +2% | +$86.5K | 1.34% | 28 |
|
|
2025
Q1 | $3.49M | Buy |
38,565
+710
| +2% | +$64.3K | 1.26% | 27 |
|
|
2024
Q4 | $3.37M | Buy |
37,855
+918
| +2% | +$81.7K | 1.32% | 27 |
|
|
2024
Q3 | $3.45M | Buy |
36,937
+138
| +0.4% | +$12.9K | 1.32% | 27 |
|
|
2024
Q2 | $3.23M | Buy |
36,799
+1,624
| +5% | +$143K | 1.24% | 25 |
|
|
2024
Q1 | $3.15M | Sell |
35,175
-1,060
| -3% | -$95.1K | 1.28% | 27 |
|
|
2023
Q4 | $3.23M | Sell |
36,235
-621
| -2% | -$55.3K | 1.26% | 24 |
|
|
2023
Q3 | $3.04M | Buy |
36,856
+282
| +0.8% | +$23.3K | 1.29% | 23 |
|
|
2023
Q2 | $3.17M | Buy |
36,574
+420
| +1% | +$36.3K | 1.29% | 23 |
|
|
2023
Q1 | $3.12M | Sell |
36,154
-34,037
| -48% | -$2.94M | 1.31% | 23 |
|
|
2022
Q4 | $5.94M | Buy |
70,191
+3,826
| +6% | +$324K | 2% | 15 |
|
|
2022
Q3 | $5.27M | Buy |
66,365
+286
| +0.4% | +$22.7K | 2.45% | 15 |
|
|
2022
Q2 | $5.91M | Buy |
+66,079
| New | +$5.91M | 2.18% | 17 |
|