Wealthcare Advisory Partners’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 | – | Sell |
-3,606
| Closed | -$327K | – | 985 |
|
|
2025
Q1 | $327K | Buy |
3,606
+167
| +5% | +$15.1K | 0.01% | 713 |
|
|
2024
Q4 | $306K | Sell |
3,439
-92
| -3% | -$8.19K | 0.01% | 706 |
|
|
2024
Q3 | $330K | Buy |
+3,531
| New | +$330K | 0.01% | 684 |
|
|
2021
Q2 | – | Sell |
-813
| Closed | -$89K | – | 903 |
|
|
2021
Q1 | $89K | Buy |
+813
| New | +$89K | 0.01% | 699 |
|
|
2020
Q2 | – | Sell |
-242
| Closed | -$23K | – | 606 |
|
|
2020
Q1 | $23K | Sell |
242
-5
| -2% | -$475 | ﹤0.01% | 694 |
|
|
2019
Q4 | $28K | Sell |
247
-87
| -26% | -$9.86K | ﹤0.01% | 669 |
|
|
2019
Q3 | $38K | Buy |
334
+234
| +234% | +$26.6K | 0.01% | 592 |
|
|
2019
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 877 |
|
|
2019
Q1 | $11K | Sell |
100
-229
| -70% | -$25.2K | ﹤0.01% | 788 |
|
|
2018
Q4 | $34K | Sell |
329
-49
| -13% | -$5.06K | 0.01% | 512 |
|
|
2018
Q3 | $41K | Sell |
378
-15
| -4% | -$1.63K | 0.01% | 514 |
|
|
2018
Q2 | $42K | Sell |
393
-222
| -36% | -$23.7K | 0.01% | 498 |
|
|
2018
Q1 | $69K | Buy |
615
+405
| +193% | +$45.4K | 0.02% | 343 |
|
|
2017
Q4 | $24K | Buy |
210
+157
| +296% | +$17.9K | 0.01% | 502 |
|
|
2017
Q3 | $6K | Buy |
+53
| New | +$6K | ﹤0.01% | 616 |
|