TrueWealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,539
| Closed | -$277K | – | 175 |
|
|
2022
Q1 | $277K | Hold |
2,539
| – | – | 0.12% | 140 |
|
|
2021
Q4 | $277K | Sell |
2,539
-355
| -12% | -$38.7K | 0.12% | 140 |
|
|
2021
Q3 | $319K | Sell |
2,894
-822
| -22% | -$90.6K | 0.18% | 98 |
|
|
2021
Q2 | $418K | Sell |
3,716
-5,749
| -61% | -$647K | 0.24% | 75 |
|
|
2021
Q1 | $1.05M | Sell |
9,465
-7,222
| -43% | -$800K | 0.68% | 32 |
|
|
2020
Q4 | $1.9M | Buy |
+16,687
| New | +$1.9M | 1.63% | 23 |
|