Sowell Financial Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.45M | Sell |
15,465
-483
| -3% | -$46.4K | 0.05% | 369 |
|
|
2025
Q4 | $1.54M | Buy |
15,948
+175
| +1% | +$16.8K | 0.06% | 334 |
|
|
2025
Q3 | $1.5M | Buy |
15,773
+1,242
| +9% | +$116K | 0.06% | 340 |
|
|
2025
Q2 | $1.35M | Buy |
14,531
+260
| +2% | +$23.4K | 0.05% | 344 |
|
|
2025
Q1 | $1.29M | Buy |
14,271
+605
| +4% | +$54.8K | 0.06% | 322 |
|
|
2024
Q4 | $1.22M | Buy |
13,666
+41
| +0.3% | +$3.74K | 0.06% | 285 |
|
|
2024
Q3 | $1.27M | Sell |
13,625
-1,066
| -7% | -$97.2K | 0.06% | 309 |
|
|
2024
Q2 | $1.3M | Sell |
14,691
-502
| -3% | -$44.5K | 0.06% | 294 |
|
|
2024
Q1 | $1.36M | Buy |
15,193
+699
| +5% | +$61.6K | 0.06% | 298 |
|
|
2023
Q4 | $1.29M | Buy |
+14,494
| New | +$1.22M | 0.07% | 292 |
|
|
2023
Q2 | – | Sell |
-7,598
| Closed | -$656K | – | 628 |
|
|
2023
Q1 | $656K | Buy |
+7,598
| New | +$655K | 0.05% | 386 |
|
|
2022
Q1 | – | Sell |
-17,786
| Closed | -$1.94M | – | 246 |
|
|
2021
Q4 | $1.94M | Sell |
17,786
-361
| -2% | -$39.4K | 0.11% | 202 |
|
|
2021
Q3 | $2M | Sell |
18,147
-626
| -3% | -$70.3K | 0.13% | 179 |
|
|
2021
Q2 | $2.11M | Buy |
18,773
+1,415
| +8% | +$157K | 0.14% | 180 |
|
|
2021
Q1 | $1.93M | Sell |
17,358
-1,442
| -8% | -$161K | 0.07% | 255 |
|
|
2020
Q4 | $2.18M | Buy |
18,800
+610
| +3% | +$69.1K | 0.09% | 192 |
|
|
2020
Q3 | $2.02M | Buy |
18,190
+1,721
| +10% | +$193K | 0.1% | 180 |
|
|
2020
Q2 | $1.8M | Sell |
16,469
-6,176
| -27% | -$639K | 0.1% | 188 |
|
|
2020
Q1 | $2.19M | Sell |
22,645
-7,728
| -25% | -$852K | 0.16% | 142 |
|
|
2019
Q4 | $3.48M | Sell |
30,373
-6,368
| -17% | -$719K | 0.27% | 79 |
|
|
2019
Q3 | $4.17M | Buy |
+36,741
| New | +$4.18M | 0.34% | 64 |
|
|
2019
Q1 | $3.4M | Buy |
30,907
+22,871
| +285% | +$2.47M | 0.38% | 57 |
|
|
2018
Q4 | $835K | Buy |
+8,036
| New | +$840K | 0.12% | 187 |
|
|
2018
Q3 | – | Sell |
-23,667
| Closed | -$2.51M | – | 385 |
|
|
2018
Q2 | $2.51M | Sell |
23,667
-1,527
| -6% | -$167K | 0.53% | 50 |
|
|
2018
Q1 | $2.74M | Buy |
25,194
+2,614
| +12% | +$297K | 0.68% | 39 |
|
|
2017
Q4 | $2.62M | Buy |
22,580
+17,389
| +335% | +$2.01M | 0.64% | 46 |
|
|
2017
Q3 | $601K | Sell |
5,191
-172
| -3% | -$19.9K | 0.16% | 120 |
|
|
2017
Q2 | $618K | Buy |
5,363
+703
| +15% | +$80.7K | 0.18% | 114 |
|
|
2017
Q1 | $538K | Buy |
4,660
+3,350
| +256% | +$377K | 0.16% | 136 |
|
|
2016
Q4 | $148K | Buy |
+1,310
| New | +$147K | 0.05% | 224 |
|
Other funds holding EMB
AHSSHC
SOAM