United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Sell |
175,278
-3,263
| -2% | -$302K | 0.13% | 132 |
|
|
2025
Q1 | $16.2M | Buy |
178,541
+48,741
| +38% | +$4.42M | 0.14% | 124 |
|
|
2024
Q4 | $11.6M | Sell |
129,800
-2,260
| -2% | -$201K | 0.1% | 161 |
|
|
2024
Q3 | $12.4M | Sell |
132,060
-31,952
| -19% | -$2.99M | 0.1% | 160 |
|
|
2024
Q2 | $14.5M | Sell |
164,012
-36,186
| -18% | -$3.2M | 0.12% | 149 |
|
|
2024
Q1 | $18M | Buy |
200,198
+96,311
| +93% | +$8.64M | 0.15% | 138 |
|
|
2023
Q4 | $9.25M | Buy |
103,887
+95,062
| +1,077% | +$8.47M | 0.08% | 198 |
|
|
2023
Q3 | $728K | Sell |
8,825
-449
| -5% | -$37.1K | ﹤0.01% | 570 |
|
|
2023
Q2 | $803K | Sell |
9,274
-784
| -8% | -$67.8K | ﹤0.01% | 594 |
|
|
2023
Q1 | $868K | Sell |
10,058
-2,518
| -20% | -$217K | ﹤0.01% | 610 |
|
|
2022
Q4 | $1.06M | Sell |
12,576
-2,890
| -19% | -$244K | 0.01% | 598 |
|
|
2022
Q3 | $1.23M | Sell |
15,466
-17,598
| -53% | -$1.4M | 0.01% | 572 |
|
|
2022
Q2 | $2.82M | Sell |
33,064
-30,667
| -48% | -$2.62M | 0.02% | 430 |
|
|
2022
Q1 | $6.23M | Sell |
63,731
-14,991
| -19% | -$1.47M | 0.03% | 333 |
|
|
2021
Q4 | $8.59M | Sell |
78,722
-7,122
| -8% | -$777K | 0.04% | 295 |
|
|
2021
Q3 | $9.45M | Buy |
85,844
+980
| +1% | +$108K | 0.05% | 284 |
|
|
2021
Q2 | $9.54M | Buy |
84,864
+3,727
| +5% | +$419K | 0.05% | 279 |
|
|
2021
Q1 | $8.83M | Sell |
81,137
-1,932
| -2% | -$210K | 0.05% | 275 |
|
|
2020
Q4 | $9.63M | Sell |
83,069
-39,072
| -32% | -$4.53M | 0.06% | 260 |
|
|
2020
Q3 | $13.5M | Sell |
122,141
-205,624
| -63% | -$22.8M | 0.09% | 213 |
|
|
2020
Q2 | $35.8M | Buy |
327,765
+67,245
| +26% | +$7.34M | 0.26% | 91 |
|
|
2020
Q1 | $25.2M | Buy |
260,520
+48,860
| +23% | +$4.72M | 0.21% | 103 |
|
|
2019
Q4 | $24.2M | Sell |
211,660
-92,937
| -31% | -$10.6M | 0.16% | 151 |
|
|
2019
Q3 | $34.5M | Sell |
304,597
-89,694
| -23% | -$10.2M | 0.24% | 96 |
|
|
2019
Q2 | $44.7M | Sell |
394,291
-212,924
| -35% | -$24.1M | 0.29% | 77 |
|
|
2019
Q1 | $66.8M | Buy |
607,215
+249,525
| +70% | +$27.5M | 0.47% | 37 |
|
|
2018
Q4 | $37.2M | Buy |
357,690
+57,487
| +19% | +$5.97M | 0.3% | 77 |
|
|
2018
Q3 | $32.4M | Buy |
300,203
+171,036
| +132% | +$18.4M | 0.23% | 100 |
|
|
2018
Q2 | $13.8M | Buy |
129,167
+6,190
| +5% | +$661K | 0.1% | 221 |
|
|
2018
Q1 | $13.9M | Sell |
122,977
-44,550
| -27% | -$5.03M | 0.11% | 216 |
|
|
2017
Q4 | $19.5M | Buy |
167,527
+21,746
| +15% | +$2.52M | 0.15% | 156 |
|
|
2017
Q3 | $17M | Buy |
145,781
+31,197
| +27% | +$3.63M | 0.14% | 164 |
|
|
2017
Q2 | $13.1M | Sell |
114,584
-42,589
| -27% | -$4.87M | 0.12% | 204 |
|
|
2017
Q1 | $17.9M | Buy |
157,173
+97,155
| +162% | +$11M | 0.17% | 139 |
|
|
2016
Q4 | $6.62M | Sell |
60,018
-101,991
| -63% | -$11.2M | 0.06% | 329 |
|
|
2016
Q3 | $19M | Buy |
162,009
+62,179
| +62% | +$7.29M | 0.18% | 127 |
|
|
2016
Q2 | $11.5M | Buy |
99,830
+22,362
| +29% | +$2.57M | 0.12% | 197 |
|
|
2016
Q1 | $8.55M | Sell |
77,468
-14,663
| -16% | -$1.62M | 0.09% | 236 |
|
|
2015
Q4 | $9.75M | Buy |
92,131
+73,551
| +396% | +$7.78M | 0.11% | 200 |
|
|
2015
Q3 | $1.98M | Sell |
18,580
-40,819
| -69% | -$4.34M | 0.02% | 530 |
|
|
2015
Q2 | $6.53M | Buy |
59,399
+37,426
| +170% | +$4.11M | 0.08% | 296 |
|
|
2015
Q1 | $2.49M | Buy |
21,973
+1,483
| +7% | +$168K | 0.03% | 510 |
|
|
2014
Q4 | $2.25M | Buy |
20,490
+121
| +0.6% | +$13.3K | 0.03% | 440 |
|
|
2014
Q3 | $2.3M | Buy |
20,369
+1,148
| +6% | +$130K | 0.04% | 411 |
|
|
2014
Q2 | $2.22M | Buy |
19,221
+549
| +3% | +$63.3K | 0.04% | 394 |
|
|
2014
Q1 | $2.08M | Buy |
18,672
+3,958
| +27% | +$441K | 0.04% | 349 |
|
|
2013
Q4 | $1.59M | Buy |
14,714
+3,199
| +28% | +$346K | 0.05% | 273 |
|
|
2013
Q3 | $1.26M | Buy |
11,515
+5,681
| +97% | +$619K | 0.04% | 314 |
|
|
2013
Q2 | $639K | Buy |
+5,834
| New | +$639K | 0.02% | 469 |
|