Walkner Condon Financial Advisors’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $712K | Buy |
17,653
+597
| +4% | +$24.1K | 0.13% | 120 |
|
|
2025
Q1 | $639K | Sell |
17,056
-446
| -3% | -$16.7K | 0.13% | 123 |
|
|
2024
Q4 | $632K | Sell |
17,502
-8,293
| -32% | -$299K | 0.13% | 135 |
|
|
2024
Q3 | $992K | Buy |
25,795
+603
| +2% | +$23.2K | 0.2% | 97 |
|
|
2024
Q2 | $899K | Sell |
25,192
-388
| -2% | -$13.8K | 0.19% | 103 |
|
|
2024
Q1 | $922K | Buy |
25,580
+1,661
| +7% | +$59.9K | 0.2% | 102 |
|
|
2023
Q4 | $878K | Buy |
23,919
+2,008
| +9% | +$73.7K | 0.2% | 103 |
|
|
2023
Q3 | $763K | Buy |
21,911
+6,128
| +39% | +$213K | 0.2% | 102 |
|
|
2023
Q2 | $584K | Sell |
15,783
-73
| -0.5% | -$2.7K | 0.15% | 113 |
|
|
2023
Q1 | $572K | Buy |
15,856
+1,213
| +8% | +$43.7K | 0.16% | 116 |
|
|
2022
Q4 | $508K | Buy |
14,643
+1,630
| +13% | +$56.6K | 0.15% | 122 |
|
|
2022
Q3 | $421K | Buy |
13,013
+5,023
| +63% | +$163K | 0.14% | 133 |
|
|
2022
Q2 | $273K | Buy |
7,990
+2,308
| +41% | +$78.9K | 0.09% | 186 |
|
|
2022
Q1 | $210K | Buy |
+5,682
| New | +$210K | 0.06% | 208 |
|