ShoreHaven Wealth Partners’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 | $746K | Buy |
8,051
+34
| +0.4% | +$3.15K | 0.31% | 56 |
|
|
2025
Q1 | $726K | Sell |
8,017
-322
| -4% | -$29.2K | 0.35% | 51 |
|
|
2024
Q4 | $743K | Sell |
8,339
-31
| -0.4% | -$2.76K | 0.35% | 47 |
|
|
2024
Q3 | $783K | Buy |
8,370
+80
| +1% | +$7.49K | 0.38% | 44 |
|
|
2024
Q2 | $734K | Sell |
8,290
-4,205
| -34% | -$372K | 0.39% | 43 |
|
|
2024
Q1 | $1.12M | Buy |
12,495
+4,938
| +65% | +$443K | 0.62% | 39 |
|
|
2023
Q4 | $673K | Buy |
7,557
+285
| +4% | +$25.4K | 0.41% | 45 |
|
|
2023
Q3 | $600K | Sell |
7,272
-143
| -2% | -$11.8K | 0.41% | 45 |
|
|
2023
Q2 | $642K | Sell |
7,415
-2,589
| -26% | -$224K | 0.43% | 39 |
|
|
2023
Q1 | $863K | Buy |
+10,004
| New | +$863K | 0.61% | 32 |
|
|
2022
Q3 | – | Sell |
-8,276
| Closed | -$706K | – | 72 |
|
|
2022
Q2 | $706K | Sell |
8,276
-262
| -3% | -$22.4K | 0.51% | 44 |
|
|
2022
Q1 | $834K | Buy |
+8,538
| New | +$834K | 0.44% | 45 |
|
|
2021
Q2 | – | Sell |
-381
| Closed | -$41K | – | 118 |
|
|
2021
Q1 | $41K | Sell |
381
-11,839
| -97% | -$1.27M | 0.02% | 129 |
|
|
2020
Q4 | $1.42M | Buy |
+12,220
| New | +$1.42M | 0.79% | 29 |
|