SVWG
Shared Vision Wealth 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 | $1.5M | Buy |
16,134
+408
| +3% | +$37.9K | 0.75% | 26 |
|
|
2025
Q1 | $1.42M | Buy |
15,726
+3,018
| +24% | +$273K | 0.78% | 23 |
|
|
2024
Q4 | $1.13M | Buy |
12,708
+250
| +2% | +$22.3K | 0.6% | 27 |
|
|
2024
Q3 | $1.17M | Sell |
12,458
-93
| -0.7% | -$8.7K | 0.62% | 26 |
|
|
2024
Q2 | $1.11M | Sell |
12,551
-2,989
| -19% | -$264K | 0.65% | 25 |
|
|
2024
Q1 | $1.39M | Buy |
15,540
+4,312
| +38% | +$387K | 0.87% | 22 |
|
|
2023
Q4 | $1M | Buy |
+11,228
| New | +$1M | 0.67% | 22 |
|