SAG
SageView Advisory Group’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 | $22.9M | Buy |
247,124
+2,324
| +0.9% | +$215K | 0.87% | 16 |
|
|
2025
Q1 | $22.2M | Buy |
244,800
+19,986
| +9% | +$1.81M | 0.95% | 15 |
|
|
2024
Q4 | $20M | Buy |
224,814
+21,838
| +11% | +$1.94M | 0.86% | 17 |
|
|
2024
Q3 | $19M | Buy |
+202,976
| New | +$19M | 0.96% | 14 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 15 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 582 |
|
|
2023
Q4 | – | Sell |
-184,309
| Closed | -$15.2M | – | 15 |
|
|
2023
Q3 | $15.2M | Buy |
184,309
+7,125
| +4% | +$588K | 0.87% | 16 |
|
|
2023
Q2 | $15.3M | Buy |
177,184
+26,704
| +18% | +$2.31M | 0.85% | 20 |
|
|
2023
Q1 | $13M | Buy |
150,480
+51,797
| +52% | +$4.47M | 0.83% | 21 |
|
|
2022
Q4 | $8.35M | Buy |
+98,683
| New | +$8.35M | 0.68% | 30 |
|