Strategic Financial Planning’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $928K | Sell |
22,993
-154
| -0.7% | -$6.22K | 0.58% | 27 |
|
|
2025
Q1 | $867K | Sell |
23,147
-652
| -3% | -$24.4K | 0.6% | 26 |
|
|
2024
Q4 | $859K | Sell |
23,799
-379
| -2% | -$13.7K | 0.59% | 26 |
|
|
2024
Q3 | $930K | Buy |
24,178
+239
| +1% | +$9.19K | 0.61% | 26 |
|
|
2024
Q2 | $853K | Buy |
23,939
+1,532
| +7% | +$54.6K | 0.62% | 25 |
|
|
2024
Q1 | $808K | Sell |
22,407
-183
| -0.8% | -$6.6K | 0.6% | 25 |
|
|
2023
Q4 | $830K | Buy |
22,590
+1,231
| +6% | +$45.2K | 0.65% | 25 |
|
|
2023
Q3 | $744K | Sell |
21,359
-323
| -1% | -$11.3K | 0.69% | 24 |
|
|
2023
Q2 | $803K | Sell |
21,682
-1,415
| -6% | -$52.4K | 0.71% | 24 |
|
|
2023
Q1 | $833K | Sell |
23,097
-593
| -3% | -$21.4K | 0.76% | 24 |
|
|
2022
Q4 | $822K | Sell |
23,690
-72
| -0.3% | -$2.5K | 0.8% | 24 |
|
|
2022
Q3 | $768K | Sell |
23,762
-469
| -2% | -$15.2K | 0.8% | 23 |
|
|
2022
Q2 | $828K | Buy |
24,231
+349
| +1% | +$11.9K | 0.8% | 22 |
|
|
2022
Q1 | $882K | Sell |
23,882
-719
| -3% | -$26.6K | 0.73% | 25 |
|
|
2021
Q4 | $965K | Buy |
24,601
+998
| +4% | +$39.1K | 0.69% | 24 |
|
|
2021
Q3 | $1M | Buy |
23,603
+501
| +2% | +$21.2K | 0.73% | 21 |
|
|
2021
Q2 | $1.01M | Buy |
23,102
+221
| +1% | +$9.64K | 0.73% | 21 |
|
|
2021
Q1 | $974K | Buy |
22,881
+2,425
| +12% | +$103K | 0.73% | 21 |
|
|
2020
Q4 | $926K | Buy |
20,456
+1,143
| +6% | +$51.7K | 0.81% | 21 |
|
|
2020
Q3 | $808K | Buy |
19,313
+468
| +2% | +$19.6K | 0.84% | 21 |
|
|
2020
Q2 | $769K | Buy |
18,845
+963
| +5% | +$39.3K | 0.86% | 22 |
|
|
2020
Q1 | $670K | Sell |
17,882
-2,429
| -12% | -$91K | 0.89% | 20 |
|
|
2019
Q4 | $891K | Buy |
+20,311
| New | +$891K | 0.87% | 19 |
|