WFAG
Worth Financial Advisory Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,112
| Closed | -$735K | – | 154 |
|
|
2025
Q1 | $735K | Sell |
8,112
-232
| -3% | -$21K | 0.47% | 52 |
|
|
2024
Q4 | $743K | Sell |
8,344
-67
| -0.8% | -$5.97K | 0.46% | 55 |
|
|
2024
Q3 | $787K | Buy |
8,411
+89
| +1% | +$8.33K | 0.46% | 53 |
|
|
2024
Q2 | $736K | Buy |
8,322
+93
| +1% | +$8.23K | 0.48% | 51 |
|
|
2024
Q1 | $738K | Buy |
8,229
+448
| +6% | +$40.2K | 0.51% | 52 |
|
|
2023
Q4 | $693K | Buy |
7,781
+175
| +2% | +$15.6K | 0.55% | 46 |
|
|
2023
Q3 | $628K | Buy |
7,606
+560
| +8% | +$46.2K | 0.57% | 46 |
|
|
2023
Q2 | $610K | Sell |
7,046
-56
| -0.8% | -$4.85K | 0.57% | 48 |
|
|
2023
Q1 | $613K | Buy |
+7,102
| New | +$613K | 0.59% | 50 |
|