Number of Shares
56,390.00
Current Holdings Value*
$5.11 Mil
% of Portfolio
3.64%
Total Estimate Gain
$595,345.28
% of Total Estimate Gain
11.88%

Financial Alternatives, Inc's iShares J.P. Morgan USD Emerging Markets Bond ETF Holding Summary

As of 2025-03-31, Financial Alternatives, Inc held 56,390.00 shares of iShares J.P. Morgan USD Emerging Markets Bond ETF(EMB), totaling $5.11 Mil. This investment constitutes 3.64% of their stock portfolio, and Financial Alternatives, Inc now holds 0.04% of the outstanding iShares J.P. Morgan USD Emerging Markets Bond ETF(EMB) stock.

The initial trade took place in 2022Q4. And since then Financial Alternatives, Inc has made 2 purchases of EMB, at an average price of $81.74, for a total of 61,287.00 shares. In addition, there have been 6 sales at an average price of $88.31 for 4,897.00 shares. Based on historical transaction data and EMB's current price of $91.73, Financial Alternatives, Inc's estimated gain on his EMB holdings is $595,345.28, reflecting a 11.88% gain to date.

Financial Alternatives, Inc EMB ($91.73) Holding Chart

Financial Alternatives, Inc EMB ($91.73) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1