Advisornet Financial’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Advisornet Financial’s Portfolio EMHY Stock Details EMHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-14,438	Closed	-$468K	–	2401
2022 Q3	$468K	Buy	14,438 +1,192	+9%	+$41K	0.05%	333
2022 Q2	$456K	Buy	13,246 +596	+5%	+$22.1K	0.04%	328
2022 Q1	$503K	Buy	12,650 +312	+3%	+$12.6K	0.03%	368
2021 Q4	$532K	Buy	12,338 +7,448	+152%	+$323K	0.03%	392
2021 Q3	$217K	Buy	4,890 +189	+4%	+$8.56K	0.02%	562
2021 Q2	$215K	Buy	4,701 +1,320	+39%	+$60K	0.01%	578
2021 Q1	$150K	Buy	+3,381	New	+$153K	0.01%	633
2018 Q2	–	Sell	-2,625	Closed	-$129K	–	1587
2018 Q1	$129K	Sell	2,625 -1,240	-32%	-$61.3K	0.02%	474
2017 Q4	$193K	Buy	+3,865	New	+$194K	0.03%	355

Other funds holding EMHY

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank Julius Baer & Co

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Vontobel Holding

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return