Simplicity Wealth’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 | $3.17M | Buy |
34,188
+15,819
| +86% | +$1.47M | 0.13% | 158 |
|
2025
Q1 | $1.66M | Buy |
18,369
+8,872
| +93% | +$804K | 0.13% | 180 |
|
2024
Q4 | $846K | Sell |
9,497
-7,733
| -45% | -$689K | 0.18% | 105 |
|
2024
Q3 | $1.61M | Buy |
17,230
+419
| +2% | +$39.2K | 0.15% | 131 |
|
2024
Q2 | $1.49M | Buy |
16,811
+2,936
| +21% | +$260K | 0.03% | 420 |
|
2024
Q1 | $1.24M | Buy |
13,875
+8,897
| +179% | +$798K | 0.03% | 461 |
|
2023
Q4 | $443K | Sell |
4,978
-997
| -17% | -$88.8K | 0.17% | 108 |
|
2023
Q3 | $493K | Buy |
5,975
+528
| +10% | +$43.6K | 0.29% | 45 |
|
2023
Q2 | $471K | Buy |
5,447
+37
| +0.7% | +$3.2K | 0.29% | 50 |
|
2023
Q1 | $467K | Buy |
5,410
+157
| +3% | +$13.5K | 0.31% | 43 |
|
2022
Q4 | $444K | Sell |
5,253
-7,985
| -60% | -$675K | 0.39% | 36 |
|
2022
Q3 | $1.05M | Sell |
13,238
-59
| -0.4% | -$4.68K | 1.41% | 26 |
|
2022
Q2 | $1.14M | Sell |
13,297
-5,478
| -29% | -$468K | 1.66% | 20 |
|
2022
Q1 | $1.84M | Sell |
18,775
-22,170
| -54% | -$2.17M | 1.78% | 22 |
|
2021
Q4 | $4.47M | Buy |
+40,945
| New | +$4.47M | 2.41% | 14 |
|