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