SWM
SigFig Wealth Management’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 | $68.2M | Buy |
740,299
+13,470
| +2% | +$1.24M | 2.26% | 14 |
|
|
2025
Q1 | $65.6M | Buy |
726,829
+19,532
| +3% | +$1.76M | 2.37% | 14 |
|
|
2024
Q4 | $63M | Buy |
707,297
+18,518
| +3% | +$1.65M | 2.28% | 14 |
|
|
2024
Q3 | $64.1M | Buy |
688,779
+36,743
| +6% | +$3.42M | 2.33% | 14 |
|
|
2024
Q2 | $57.6M | Buy |
652,036
+14,854
| +2% | +$1.31M | 2.17% | 14 |
|
|
2024
Q1 | $56.9M | Buy |
637,182
+20,763
| +3% | +$1.86M | 2.09% | 16 |
|
|
2023
Q4 | $54.7M | Buy |
616,419
+10,355
| +2% | +$919K | 2.08% | 16 |
|
|
2023
Q3 | $50M | Sell |
606,064
-243,896
| -29% | -$20.1M | 2% | 17 |
|
|
2023
Q2 | $72.8M | Buy |
849,960
+26,591
| +3% | +$2.28M | 2.82% | 13 |
|
|
2023
Q1 | $70.9M | Buy |
823,369
+12,683
| +2% | +$1.09M | 3.91% | 9 |
|
|
2022
Q4 | $69.2M | Buy |
810,686
+10,905
| +1% | +$931K | 3.44% | 10 |
|
|
2022
Q3 | $65.1M | Buy |
799,781
+39,353
| +5% | +$3.21M | 3.42% | 9 |
|
|
2022
Q2 | $65.9M | Buy |
760,428
+625,739
| +465% | +$54.2M | 3.41% | 11 |
|
|
2022
Q1 | $13.4M | Sell |
134,689
-1,934
| -1% | -$192K | 0.64% | 23 |
|
|
2021
Q4 | $14.2M | Buy |
136,623
+5,687
| +4% | +$590K | 0.66% | 21 |
|
|
2021
Q3 | $14.4M | Buy |
130,936
+14,766
| +13% | +$1.63M | 0.72% | 21 |
|
|
2021
Q2 | $13.1M | Buy |
116,170
+16,064
| +16% | +$1.81M | 0.69% | 20 |
|
|
2021
Q1 | $10.9M | Buy |
100,106
+15,598
| +18% | +$1.7M | 0.67% | 21 |
|
|
2020
Q4 | $9.8M | Buy |
84,508
+7,607
| +10% | +$882K | 0.71% | 21 |
|
|
2020
Q3 | $8.49M | Buy |
76,901
+5,003
| +7% | +$552K | 0.77% | 19 |
|
|
2020
Q2 | $7.85M | Buy |
71,898
+8,192
| +13% | +$895K | 0.84% | 18 |
|
|
2020
Q1 | $6.16M | Buy |
63,706
+699
| +1% | +$67.6K | 0.84% | 19 |
|
|
2019
Q4 | $7.22M | Buy |
63,007
+3,271
| +5% | +$375K | 0.89% | 20 |
|
|
2019
Q3 | $6.77M | Buy |
59,736
+828
| +1% | +$93.9K | 0.96% | 20 |
|
|
2019
Q2 | $6.67M | Buy |
58,908
+4,914
| +9% | +$557K | 1.04% | 23 |
|
|
2019
Q1 | $5.94M | Buy |
53,994
+3,052
| +6% | +$336K | 1.05% | 24 |
|
|
2018
Q4 | $5.28M | Sell |
50,942
-366
| -0.7% | -$37.9K | 1.12% | 24 |
|
|
2018
Q3 | $5.53M | Buy |
51,308
+4,016
| +8% | +$433K | 1.14% | 25 |
|
|
2018
Q2 | $5.05M | Buy |
47,292
+3,076
| +7% | +$328K | 1.3% | 25 |
|
|
2018
Q1 | $4.81M | Sell |
44,216
-6,530
| -13% | -$710K | 2.8% | 14 |
|
|
2017
Q4 | $5.89M | Buy |
50,746
+7,034
| +16% | +$817K | 2.82% | 11 |
|
|
2017
Q3 | $5.09M | Buy |
43,712
+948
| +2% | +$110K | 3.4% | 11 |
|
|
2017
Q2 | $4.9M | Buy |
42,764
+2,424
| +6% | +$278K | 3.61% | 11 |
|
|
2017
Q1 | $4.59M | Sell |
40,340
-683
| -2% | -$77.8K | 3.66% | 11 |
|
|
2016
Q4 | $4.52M | Buy |
+41,023
| New | +$4.52M | 3.88% | 11 |
|