TBWA
Three Bridge Wealth Advisors’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 | $394K | Buy |
4,254
+559
| +15% | +$51.8K | 0.1% | 74 |
|
2025
Q1 | $335K | Hold |
3,695
| – | – | 0.12% | 69 |
|
2024
Q4 | $330K | Buy |
3,695
+240
| +7% | +$21.4K | 0.12% | 70 |
|
2024
Q3 | $323K | Buy |
3,455
+895
| +35% | +$83.8K | 0.12% | 68 |
|
2024
Q2 | $227K | Hold |
2,560
| – | – | 0.09% | 82 |
|
2024
Q1 | $230K | Buy |
+2,560
| New | +$230K | 0.09% | 85 |
|
2022
Q2 | – | Sell |
-2,682
| Closed | -$262K | – | 87 |
|
2022
Q1 | $262K | Buy |
+2,682
| New | +$262K | 0.07% | 78 |
|