Wunderlich Capital Managemnt’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-17,068
| Closed | -$1.86M | – | 89 |
|
|
2021
Q4 | $1.86M | Buy |
17,068
+535
| +3% | +$58.3K | 0.83% | 60 |
|
|
2021
Q3 | $1.82M | Buy |
+16,533
| New | +$1.82M | 0.88% | 60 |
|
|
2015
Q1 | – | Sell |
-17,813
| Closed | -$1.95M | – | 74 |
|
|
2014
Q4 | $1.95M | Buy |
17,813
+823
| +5% | +$90.1K | 1.65% | 4 |
|
|
2014
Q3 | $1.91M | Buy |
16,990
+379
| +2% | +$42.6K | 1.72% | 4 |
|
|
2014
Q2 | $1.91M | Buy |
16,611
+228
| +1% | +$26.2K | 1.75% | 4 |
|
|
2014
Q1 | $1.83M | Buy |
16,383
+57
| +0.3% | +$6.37K | 1.73% | 4 |
|
|
2013
Q4 | $1.77M | Buy |
+16,326
| New | +$1.77M | 1.7% | 7 |
|