Stone House Investment 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 | $2.58M | Buy |
27,814
+2,766
| +11% | +$256K | 0.47% | 25 |
|
|
2025
Q1 | $2.27M | Buy |
25,048
+7,937
| +46% | +$719K | 0.46% | 24 |
|
|
2024
Q4 | $1.52M | Sell |
17,111
-3,810
| -18% | -$339K | 0.39% | 25 |
|
|
2024
Q3 | $1.96M | Sell |
20,921
-1,557
| -7% | -$146K | 0.4% | 23 |
|
|
2024
Q2 | $1.99M | Buy |
22,478
+1,256
| +6% | +$111K | 0.52% | 21 |
|
|
2024
Q1 | $1.9M | Buy |
21,222
+8,485
| +67% | +$761K | 0.45% | 24 |
|
|
2023
Q4 | $1.13M | Sell |
12,737
-494
| -4% | -$44K | 0.39% | 26 |
|
|
2023
Q3 | $1.09M | Sell |
13,231
-2,700
| -17% | -$223K | 0.38% | 24 |
|
|
2023
Q2 | $1.38M | Buy |
15,931
+457
| +3% | +$39.5K | 0.5% | 18 |
|
|
2023
Q1 | $1.34M | Buy |
+15,474
| New | +$1.34M | 0.45% | 19 |
|
|
2019
Q2 | – | Sell |
-31,273
| Closed | -$3.44M | – | 78 |
|
|
2019
Q1 | $3.44M | Buy |
31,273
+452
| +1% | +$49.7K | 1.79% | 20 |
|
|
2018
Q4 | $3.2M | Buy |
30,821
+386
| +1% | +$40.1K | 2.02% | 17 |
|
|
2018
Q3 | $3.28M | Buy |
30,435
+11,013
| +57% | +$1.19M | 1.88% | 20 |
|
|
2018
Q2 | $2.07M | Sell |
19,422
-7,023
| -27% | -$750K | 1.32% | 22 |
|
|
2018
Q1 | $2.98M | Buy |
26,445
+2,577
| +11% | +$291K | 1.94% | 18 |
|
|
2017
Q4 | $2.77M | Sell |
23,868
-21,916
| -48% | -$2.54M | 1.88% | 17 |
|
|
2017
Q3 | $5.33M | Buy |
45,784
+1,419
| +3% | +$165K | 3.8% | 8 |
|
|
2017
Q2 | $5.07M | Buy |
44,365
+2,381
| +6% | +$272K | 3.64% | 9 |
|
|
2017
Q1 | $4.77M | Sell |
41,984
-14,634
| -26% | -$1.66M | 3.58% | 10 |
|
|
2016
Q4 | $6.24M | Buy |
+56,618
| New | +$6.24M | 5.25% | 6 |
|