WLPWM
Walled Lake Planning & 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 | $271K | Hold |
2,930
| – | – | 0.09% | 113 |
|
|
2025
Q1 | $265K | Hold |
2,930
| – | – | 0.09% | 111 |
|
|
2024
Q4 | $261K | Hold |
2,930
| – | – | 0.1% | 112 |
|
|
2024
Q3 | $274K | Hold |
2,930
| – | – | 0.1% | 105 |
|
|
2024
Q2 | $259K | Hold |
2,930
| – | – | 0.11% | 98 |
|
|
2024
Q1 | $263K | Hold |
2,930
| – | – | 0.11% | 89 |
|
|
2023
Q4 | $261K | Buy |
+2,930
| New | +$261K | 0.12% | 87 |
|