SFP
Sterling Financial Planning’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 | $385K | Sell |
4,157
-212
| -5% | -$19.6K | 0.13% | 77 |
|
|
2025
Q1 | $396K | Buy |
4,369
+7
| +0.2% | +$634 | 0.14% | 78 |
|
|
2024
Q4 | $388K | Buy |
4,362
+5
| +0.1% | +$445 | 0.14% | 78 |
|
|
2024
Q3 | $408K | Buy |
4,357
+10
| +0.2% | +$936 | 0.15% | 81 |
|
|
2024
Q2 | $385K | Buy |
4,347
+10
| +0.2% | +$885 | 0.16% | 78 |
|
|
2024
Q1 | $389K | Sell |
4,337
-118
| -3% | -$10.6K | 0.16% | 78 |
|
|
2023
Q4 | $397K | Sell |
4,455
-1,174
| -21% | -$105K | 0.17% | 77 |
|
|
2023
Q3 | $465K | Buy |
5,629
+26
| +0.5% | +$2.15K | 0.24% | 63 |
|
|
2023
Q2 | $485K | Buy |
5,603
+31
| +0.6% | +$2.68K | 0.24% | 65 |
|
|
2023
Q1 | $481K | Sell |
5,572
-237
| -4% | -$20.4K | 0.26% | 60 |
|
|
2022
Q4 | $491K | Buy |
5,809
+56
| +1% | +$4.74K | 0.29% | 60 |
|
|
2022
Q3 | $457K | Sell |
5,753
-511
| -8% | -$40.6K | 0.32% | 57 |
|
|
2022
Q2 | $534K | Sell |
6,264
-136
| -2% | -$11.6K | 0.38% | 46 |
|
|
2022
Q1 | $626K | Sell |
6,400
-40
| -0.6% | -$3.91K | 0.39% | 46 |
|
|
2021
Q4 | $702K | Sell |
6,440
-407
| -6% | -$44.4K | 0.44% | 42 |
|
|
2021
Q3 | $754K | Sell |
6,847
-77
| -1% | -$8.48K | 0.48% | 35 |
|
|
2021
Q2 | $779K | Sell |
6,924
-962
| -12% | -$108K | 0.51% | 37 |
|
|
2021
Q1 | $859K | Sell |
7,886
-613
| -7% | -$66.8K | 0.61% | 30 |
|
|
2020
Q4 | $985K | Buy |
+8,499
| New | +$985K | 0.79% | 28 |
|