WealthShield 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 | $1.32M | Buy |
14,223
+964
| +7% | +$89.3K | 0.16% | 150 |
|
|
2025
Q1 | $1.2M | Buy |
13,259
+2,786
| +27% | +$252K | 0.15% | 144 |
|
|
2024
Q4 | $935K | Buy |
10,473
+86
| +0.8% | +$7.68K | 0.13% | 157 |
|
|
2024
Q3 | $972K | Sell |
10,387
-83
| -0.8% | -$7.77K | 0.13% | 157 |
|
|
2024
Q2 | $926K | Sell |
10,470
-1,416
| -12% | -$125K | 0.14% | 156 |
|
|
2024
Q1 | $1.07M | Buy |
11,886
+3,935
| +49% | +$353K | 0.17% | 139 |
|
|
2023
Q4 | $708K | Sell |
7,951
-558
| -7% | -$49.7K | 0.12% | 176 |
|
|
2023
Q3 | $702K | Buy |
8,509
+603
| +8% | +$49.8K | 0.11% | 179 |
|
|
2023
Q2 | $684K | Sell |
7,906
-3,386
| -30% | -$293K | 0.1% | 179 |
|
|
2023
Q1 | $974K | Buy |
11,292
+6,544
| +138% | +$565K | 0.16% | 150 |
|
|
2022
Q4 | $402K | Sell |
4,748
-370
| -7% | -$31.3K | 0.08% | 216 |
|
|
2022
Q3 | $406K | Sell |
5,118
-1,627
| -24% | -$129K | 0.08% | 221 |
|
|
2022
Q2 | $575K | Sell |
6,745
-75
| -1% | -$6.39K | 0.11% | 184 |
|
|
2022
Q1 | $667K | Sell |
6,820
-2,698
| -28% | -$264K | 0.11% | 196 |
|
|
2021
Q4 | $1.04M | Buy |
9,518
+5,940
| +166% | +$648K | 0.17% | 125 |
|
|
2021
Q3 | $394K | Sell |
3,578
-181
| -5% | -$19.9K | 0.11% | 167 |
|
|
2021
Q2 | $423K | Buy |
3,759
+2,369
| +170% | +$267K | 0.07% | 173 |
|
|
2021
Q1 | $151K | Sell |
1,390
-2,387
| -63% | -$259K | 0.03% | 287 |
|
|
2020
Q4 | $438K | Buy |
3,777
+686
| +22% | +$79.6K | 0.08% | 189 |
|
|
2020
Q3 | $343K | Sell |
3,091
-306
| -9% | -$34K | 0.12% | 175 |
|
|
2020
Q2 | $371K | Sell |
3,397
-524
| -13% | -$57.2K | 0.17% | 136 |
|
|
2020
Q1 | $379K | Sell |
3,921
-684
| -15% | -$66.1K | 0.23% | 91 |
|
|
2019
Q4 | $528K | Buy |
4,605
+333
| +8% | +$38.2K | 0.26% | 87 |
|
|
2019
Q3 | $484K | Sell |
4,272
-52
| -1% | -$5.89K | 0.26% | 94 |
|
|
2019
Q2 | $490K | Sell |
4,324
-2,472
| -36% | -$280K | 0.28% | 80 |
|
|
2019
Q1 | $748K | Buy |
6,796
+2,139
| +46% | +$235K | 0.42% | 52 |
|
|
2018
Q4 | $484K | Sell |
4,657
-1,397
| -23% | -$145K | 0.33% | 59 |
|
|
2018
Q3 | $653K | Sell |
6,054
-2,200
| -27% | -$237K | 0.37% | 51 |
|
|
2018
Q2 | $881K | Sell |
8,254
-333
| -4% | -$35.5K | 0.54% | 35 |
|
|
2018
Q1 | $969K | Hold |
8,587
| – | – | 0.61% | 31 |
|
|
2017
Q4 | $999K | Buy |
+8,587
| New | +$999K | 0.61% | 29 |
|