Spire Wealth Management’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 | $11.8M | Sell |
127,772
-19,115
| -13% | -$1.76M | 0.42% | 52 |
|
|
2025
Q1 | $13.3M | Buy |
146,887
+1,041
| +0.7% | +$94.3K | 0.43% | 45 |
|
|
2024
Q4 | $13M | Sell |
145,846
-2,764
| -2% | -$246K | 0.4% | 50 |
|
|
2024
Q3 | $13.9M | Sell |
148,610
-1,764
| -1% | -$165K | 0.47% | 44 |
|
|
2024
Q2 | $13.3M | Sell |
150,374
-17,020
| -10% | -$1.5M | 0.47% | 43 |
|
|
2024
Q1 | $61.4M | Buy |
167,394
+5,725
| +4% | +$2.1M | 1.11% | 21 |
|
|
2023
Q4 | $14.1M | Sell |
161,669
-7,336
| -4% | -$642K | 0.47% | 45 |
|
|
2023
Q3 | $13.9M | Buy |
169,005
+2,272
| +1% | +$187K | 0.53% | 41 |
|
|
2023
Q2 | $14.4M | Buy |
166,733
+7,292
| +5% | +$631K | 0.53% | 37 |
|
|
2023
Q1 | $13.8M | Buy |
159,441
+63,175
| +66% | +$5.45M | 0.54% | 34 |
|
|
2022
Q4 | $8.14M | Buy |
96,266
+2,401
| +3% | +$203K | 0.46% | 50 |
|
|
2022
Q3 | $7.45M | Sell |
93,865
-6,482
| -6% | -$515K | 0.45% | 50 |
|
|
2022
Q2 | $8.56M | Sell |
100,347
-33,593
| -25% | -$2.87M | 0.35% | 72 |
|
|
2022
Q1 | $13.1M | Buy |
133,940
+8,100
| +6% | +$793K | 0.35% | 75 |
|
|
2021
Q4 | $13.7M | Buy |
125,840
+2,111
| +2% | +$230K | 0.3% | 96 |
|
|
2021
Q3 | $13.7M | Buy |
123,729
+8,978
| +8% | +$990K | 0.36% | 75 |
|
|
2021
Q2 | $13M | Buy |
114,751
+3,310
| +3% | +$375K | 0.35% | 75 |
|
|
2021
Q1 | $12.1M | Buy |
+111,441
| New | +$12.1M | 0.32% | 89 |
|