UFA
US Financial 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
Q1 | $1.34M | Buy |
14,769
+138
| +0.9% | +$12.5K | 0.4% | 37 |
|
|
2024
Q4 | $1.3M | Buy |
14,631
+198
| +1% | +$17.6K | 0.4% | 38 |
|
|
2024
Q3 | $1.35M | Buy |
14,433
+190
| +1% | +$17.8K | 0.42% | 34 |
|
|
2024
Q2 | $1.26M | Buy |
14,243
+960
| +7% | +$84.9K | 0.42% | 38 |
|
|
2024
Q1 | $1.19M | Buy |
13,283
+522
| +4% | +$46.8K | 0.41% | 39 |
|
|
2023
Q4 | $1.14M | Buy |
12,761
+527
| +4% | +$46.9K | 0.42% | 38 |
|
|
2023
Q3 | $1.01M | Buy |
12,234
+1,682
| +16% | +$139K | 0.42% | 40 |
|
|
2023
Q2 | $913K | Buy |
10,552
+634
| +6% | +$54.9K | 0.39% | 36 |
|
|
2023
Q1 | $856K | Buy |
9,918
+608
| +7% | +$52.5K | 0.38% | 35 |
|
|
2022
Q4 | $788K | Buy |
9,310
+185
| +2% | +$15.6K | 0.4% | 37 |
|
|
2022
Q3 | $725K | Buy |
9,125
+943
| +12% | +$74.9K | 0.41% | 29 |
|
|
2022
Q2 | $698K | Buy |
8,182
+226
| +3% | +$19.3K | 0.39% | 27 |
|
|
2022
Q1 | $778K | Buy |
7,956
+504
| +7% | +$49.3K | 0.37% | 27 |
|
|
2021
Q4 | $813K | Sell |
7,452
-308
| -4% | -$33.6K | 0.37% | 28 |
|
|
2021
Q3 | $854K | Sell |
7,760
-1,049
| -12% | -$115K | 0.42% | 29 |
|
|
2021
Q2 | $991K | Sell |
8,809
-14,139
| -62% | -$1.59M | 0.48% | 28 |
|
|
2021
Q1 | $2.5M | Buy |
22,948
+9,537
| +71% | +$1.04M | 0.69% | 35 |
|
|
2020
Q4 | $1.56M | Buy |
+13,411
| New | +$1.56M | 0.47% | 40 |
|
|
2016
Q2 | – | Sell |
-452
| Closed | -$50K | – | 138 |
|
|
2016
Q1 | $50K | Sell |
452
-2,805
| -86% | -$310K | 0.09% | 89 |
|
|
2015
Q4 | $345K | Buy |
+3,257
| New | +$345K | 0.33% | 42 |
|
|
2015
Q3 | – | Sell |
-3,509
| Closed | -$386K | – | 583 |
|
|
2015
Q2 | $386K | Buy |
3,509
+644
| +22% | +$70.8K | 0.36% | 38 |
|
|
2015
Q1 | $321K | Sell |
2,865
-2,022
| -41% | -$227K | 0.29% | 42 |
|
|
2014
Q4 | $536K | Buy |
+4,887
| New | +$536K | 0.48% | 34 |
|