AE Wealth Management’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Buy |
87,048
+3,901
| +5% | +$152K | 0.02% | 425 |
|
|
2025
Q1 | $3.18M | Buy |
83,147
+277
| +0.3% | +$10.6K | 0.03% | 432 |
|
|
2024
Q4 | $3.15M | Buy |
82,870
+5,194
| +7% | +$197K | 0.03% | 439 |
|
|
2024
Q3 | $3.03M | Buy |
77,676
+3,183
| +4% | +$124K | 0.03% | 434 |
|
|
2024
Q2 | $2.76M | Buy |
74,493
+3,871
| +5% | +$143K | 0.03% | 445 |
|
|
2024
Q1 | $2.65M | Sell |
70,622
-3,475
| -5% | -$130K | 0.03% | 431 |
|
|
2023
Q4 | $2.68M | Buy |
74,097
+5,449
| +8% | +$197K | 0.01% | 806 |
|
|
2023
Q3 | $2.34M | Sell |
68,648
-3,697
| -5% | -$126K | 0.01% | 797 |
|
|
2023
Q2 | $2.54M | Buy |
72,345
+57,500
| +387% | +$2.02M | 0.02% | 768 |
|
|
2023
Q1 | $523K | Buy |
14,845
+4,606
| +45% | +$162K | ﹤0.01% | 1339 |
|
|
2022
Q4 | $358K | Sell |
10,239
-3,905
| -28% | -$137K | ﹤0.01% | 1430 |
|
|
2022
Q3 | $459K | Sell |
14,144
-533
| -4% | -$17.3K | ﹤0.01% | 1299 |
|
|
2022
Q2 | $505K | Sell |
14,677
-701
| -5% | -$24.1K | ﹤0.01% | 1198 |
|
|
2022
Q1 | $612K | Buy |
15,378
+3,538
| +30% | +$141K | ﹤0.01% | 1124 |
|
|
2021
Q4 | $510K | Sell |
11,840
-47
| -0.4% | -$2.02K | ﹤0.01% | 1242 |
|
|
2021
Q3 | $527K | Sell |
11,887
-1,699
| -13% | -$75.3K | ﹤0.01% | 1152 |
|
|
2021
Q2 | $621K | Buy |
13,586
+8,037
| +145% | +$367K | 0.01% | 1053 |
|
|
2021
Q1 | $247K | Sell |
5,549
-1,926
| -26% | -$85.7K | ﹤0.01% | 1324 |
|
|
2020
Q4 | $346K | Buy |
7,475
+1,780
| +31% | +$82.4K | ﹤0.01% | 1084 |
|
|
2020
Q3 | $249K | Buy |
5,695
+197
| +4% | +$8.61K | ﹤0.01% | 1101 |
|
|
2020
Q2 | $236K | Sell |
5,498
-184,469
| -97% | -$7.92M | ﹤0.01% | 1103 |
|
|
2020
Q1 | $7.22M | Buy |
189,967
+32,453
| +21% | +$1.23M | 0.17% | 119 |
|
|
2019
Q4 | $7.45M | Buy |
157,514
+3,630
| +2% | +$172K | 0.16% | 120 |
|
|
2019
Q3 | $7.15M | Buy |
153,884
+52,253
| +51% | +$2.43M | 0.21% | 93 |
|
|
2019
Q2 | $4.86M | Buy |
+101,631
| New | +$4.86M | 0.15% | 126 |
|