WealthPlan Investment Management’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 | $844K | Buy |
9,117
+6,382
| +233% | +$591K | 0.06% | 193 |
|
|
2025
Q1 | $248K | Buy |
2,735
+22
| +0.8% | +$1.99K | 0.02% | 242 |
|
|
2024
Q4 | $242K | Buy |
2,713
+52
| +2% | +$4.63K | 0.02% | 238 |
|
|
2024
Q3 | $249K | Buy |
2,661
+17
| +0.6% | +$1.59K | 0.03% | 225 |
|
|
2024
Q2 | $234K | Buy |
2,644
+32
| +1% | +$2.83K | 0.04% | 173 |
|
|
2024
Q1 | $234K | Buy |
2,612
+10
| +0.4% | +$897 | 0.04% | 169 |
|
|
2023
Q4 | $232K | Sell |
2,602
-595
| -19% | -$53K | 0.04% | 174 |
|
|
2023
Q3 | $264K | Buy |
3,197
+2,028
| +173% | +$167K | 0.05% | 149 |
|
|
2023
Q2 | $173K | Sell |
1,169
-1,982
| -63% | -$294K | 0.05% | 133 |
|
|
2023
Q1 | $272K | Sell |
3,151
-5,006
| -61% | -$432K | 0.05% | 145 |
|
|
2022
Q4 | $702K | Buy |
8,157
+4,754
| +140% | +$409K | 0.05% | 211 |
|
|
2022
Q3 | $296K | Buy |
+3,403
| New | +$296K | 0.02% | 302 |
|
|
2022
Q1 | $522K | Buy |
+5,741
| New | +$522K | 0.04% | 243 |
|