ULWM
Upper Left Wealth Management’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 | $218K | Sell |
2,354
-21
| -0.9% | -$1.95K | 0.15% | 63 |
|
|
2025
Q1 | $215K | Buy |
+2,375
| New | +$215K | 0.15% | 60 |
|
|
2024
Q3 | – | Sell |
-3,175
| Closed | -$281K | – | 60 |
|
|
2024
Q2 | $281K | Sell |
3,175
-117
| -4% | -$10.4K | 0.25% | 52 |
|
|
2024
Q1 | $295K | Buy |
+3,292
| New | +$295K | 0.27% | 52 |
|
|
2022
Q4 | – | Sell |
-5,647
| Closed | -$457K | – | 54 |
|
|
2022
Q3 | $457K | Buy |
+5,647
| New | +$457K | 0.59% | 38 |
|
|
2022
Q2 | – | Sell |
-5,254
| Closed | -$513K | – | 52 |
|
|
2022
Q1 | $513K | Buy |
5,254
+2,172
| +70% | +$212K | 0.53% | 40 |
|
|
2021
Q4 | $336K | Buy |
+3,082
| New | +$336K | 0.34% | 43 |
|