Wharton Business Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Wharton Business Group’s Portfolio EMB Stock Details EMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$717K	Sell	7,400 -34,770	-82%	-$3.37M	0.03%	89
2025 Q1	$3.79M	Buy	42,170 +80	+0.2%	+$7.19K	0.17%	55
2024 Q4	$3.75M	Hold	42,090	–	–	0.17%	59
2024 Q3	$3.94M	Sell	42,090 -135	-0.3%	-$12.6K	0.18%	61
2024 Q2	$3.74M	Sell	42,225 -255	-0.6%	-$22.6K	0.19%	59
2024 Q1	$3.81M	Hold	42,480	–	–	0.18%	58
2023 Q4	$3.78M	Hold	42,480	–	–	0.19%	58
2023 Q3	$3.51M	Hold	42,480	–	–	0.19%	62
2023 Q2	$3.68M	Hold	42,480	–	–	0.24%	52
2023 Q1	$3.67M	Sell	42,480 -1,095	-3%	-$94.5K	0.22%	57
2022 Q4	$3.69M	Hold	43,575	–	–	0.21%	61
2022 Q3	$3.46M	Hold	43,575	–	–	0.23%	55
2022 Q2	$3.72M	Buy	43,575 +215	+0.5%	+$18.3K	0.25%	54
2022 Q1	$4.24M	Buy	43,360 +3,880	+10%	+$379K	0.26%	51
2021 Q4	$4.31M	Buy	+39,480	New	+$4.31M	0.27%	50
2021 Q3	–	Sell	-39,480	Closed	-$4.44M	–	86
2021 Q2	$4.44M	Hold	39,480	–	–	0.35%	40
2021 Q1	$4.3M	Buy	39,480 +1,350	+4%	+$147K	0.34%	42
2020 Q4	$4.42M	Buy	38,130 +4,055	+12%	+$470K	0.36%	38
2020 Q3	$3.78M	Hold	34,075	–	–	0.35%	40
2020 Q2	$3.72M	Hold	34,075	–	–	0.36%	41
2020 Q1	$3.29M	Hold	34,075	–	–	0.37%	39
2019 Q4	$3.9M	Hold	34,075	–	–	0.36%	42
2019 Q3	$3.86M	Hold	34,075	–	–	0.39%	39
2019 Q2	$3.86M	Hold	34,075	–	–	0.39%	40
2019 Q1	$3.75M	Sell	34,075 -945	-3%	-$104K	0.39%	40
2018 Q4	$3.64M	Buy	35,020 +925	+3%	+$96.1K	0.43%	39
2018 Q3	$3.68M	Hold	34,095	–	–	0.37%	41
2018 Q2	$3.64M	Hold	34,095	–	–	0.38%	42
2018 Q1	$3.85M	Sell	34,095 -16,215	-32%	-$1.83M	0.4%	41
2017 Q4	$5.78M	Buy	50,310 +17,080	+51%	+$1.96M	0.6%	32
2017 Q3	$3.87M	Hold	33,230	–	–	0.41%	37
2017 Q2	$3.8M	Hold	33,230	–	–	0.41%	39
2017 Q1	$3.78M	Sell	33,230 -3,580	-10%	-$407K	0.4%	41
2016 Q4	$4.06M	Hold	36,810	–	–	0.48%	42
2016 Q3	$4.32M	Sell	36,810 -100	-0.3%	-$11.7K	0.53%	41
2016 Q2	$4.25M	Hold	36,910	–	–	0.5%	42
2016 Q1	$4.07M	Hold	36,910	–	–	0.45%	42
2015 Q4	$3.9M	Hold	36,910	–	–	0.39%	52
2015 Q3	$3.93M	Sell	36,910 -2,970	-7%	-$316K	0.39%	52
2015 Q2	$4.83K	Hold	39,880	–	–	0.32%	54
2015 Q1	$4.47M	Hold	39,880	–	–	0.37%	55
2014 Q4	$4.38M	Buy	39,880 +7,300	+22%	+$801K	0.36%	59
2014 Q3	$3.68M	Buy	32,580 +12,980	+66%	+$1.46M	0.33%	68
2014 Q2	$2.26M	Sell	19,600 -12,465	-39%	-$1.44M	0.25%	71
2014 Q1	$3.57M	Sell	32,065 -2,195	-6%	-$245K	0.29%	72
2013 Q4	$3.71M	Buy	34,260 +90	+0.3%	+$9.74K	0.31%	61
2013 Q3	$3.73M	Buy	34,170 +450	+1%	+$49.1K	0.31%	62
2013 Q2	$3.69M	Buy	+33,720	New	+$3.69M	0.32%	62