White Lighthouse 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 | $592K | Buy |
6,393
+223
| +4% | +$20.7K | 0.1% | 88 |
|
|
2025
Q1 | $559K | Buy |
6,170
+136
| +2% | +$12.3K | 0.1% | 86 |
|
|
2024
Q4 | $537K | Sell |
6,034
-737
| -11% | -$65.6K | 0.09% | 87 |
|
|
2024
Q3 | $634K | Sell |
6,771
-175
| -3% | -$16.4K | 0.11% | 79 |
|
|
2024
Q2 | $615K | Buy |
6,946
+192
| +3% | +$17K | 0.12% | 77 |
|
|
2024
Q1 | $606K | Buy |
6,754
+86
| +1% | +$7.71K | 0.12% | 78 |
|
|
2023
Q4 | $594K | Sell |
6,668
-1,561
| -19% | -$139K | 0.13% | 77 |
|
|
2023
Q3 | $679K | Buy |
8,229
+1,199
| +17% | +$98.9K | 0.16% | 74 |
|
|
2023
Q2 | $608K | Buy |
7,030
+1,535
| +28% | +$133K | 0.15% | 77 |
|
|
2023
Q1 | $474K | Sell |
5,495
-5
| -0.1% | -$431 | 0.12% | 82 |
|
|
2022
Q4 | $465K | Sell |
5,500
-1,372
| -20% | -$116K | 0.13% | 82 |
|
|
2022
Q3 | $546K | Buy |
6,872
+143
| +2% | +$11.4K | 0.16% | 72 |
|
|
2022
Q2 | $574K | Buy |
6,729
+1,369
| +26% | +$117K | 0.16% | 73 |
|
|
2022
Q1 | $524K | Sell |
5,360
-4,445
| -45% | -$435K | 0.13% | 76 |
|
|
2021
Q4 | $1.07M | Buy |
9,805
+2,950
| +43% | +$322K | 0.27% | 56 |
|
|
2021
Q3 | $754K | Buy |
6,855
+15
| +0.2% | +$1.65K | 0.2% | 66 |
|
|
2021
Q2 | $769K | Sell |
6,840
-393
| -5% | -$44.2K | 0.21% | 67 |
|
|
2021
Q1 | $788K | Sell |
7,233
-250
| -3% | -$27.2K | 0.24% | 65 |
|
|
2020
Q4 | $867K | Sell |
7,483
-1,320
| -15% | -$153K | 0.28% | 64 |
|
|
2020
Q3 | $976K | Sell |
8,803
-1,175
| -12% | -$130K | 0.34% | 57 |
|
|
2020
Q2 | $1.09M | Sell |
9,978
-8,978
| -47% | -$981K | 0.4% | 51 |
|
|
2020
Q1 | $1.83M | Buy |
18,956
+3,504
| +23% | +$339K | 0.77% | 35 |
|
|
2019
Q4 | $1.77M | Buy |
15,452
+2,594
| +20% | +$297K | 0.65% | 38 |
|
|
2019
Q3 | $1.46M | Buy |
12,858
+2,047
| +19% | +$232K | 0.59% | 41 |
|
|
2019
Q2 | $1.23M | Buy |
10,811
+3,228
| +43% | +$366K | 0.51% | 44 |
|
|
2019
Q1 | $835K | Buy |
7,583
+5,603
| +283% | +$617K | 0.38% | 54 |
|
|
2018
Q4 | $206K | Sell |
1,980
-895
| -31% | -$93.1K | 0.11% | 107 |
|
|
2018
Q3 | $310K | Sell |
2,875
-5
| -0.2% | -$539 | 0.16% | 92 |
|
|
2018
Q2 | $307K | Buy |
2,880
+167
| +6% | +$17.8K | 0.17% | 93 |
|
|
2018
Q1 | $306K | Sell |
2,713
-302
| -10% | -$34.1K | 0.18% | 93 |
|
|
2017
Q4 | $350K | Buy |
+3,015
| New | +$350K | 0.2% | 88 |
|