AE Wealth Management’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.02M	Buy	102,016 +5,432	+6%	+$219K	0.02%	472
2025 Q4	$3.9M	Buy	96,584 +4,049	+4%	+$162K	0.02%	446
2025 Q3	$3.67M	Buy	92,535 +5,487	+6%	+$216K	0.02%	415
2025 Q2	$3.39M	Buy	87,048 +3,901	+5%	+$148K	0.02%	425
2025 Q1	$3.18M	Buy	83,147 +277	+0.3%	+$10.7K	0.03%	432
2024 Q4	$3.15M	Buy	82,870 +5,194	+7%	+$200K	0.03%	439
2024 Q3	$3.03M	Buy	77,676 +3,183	+4%	+$121K	0.03%	434
2024 Q2	$2.76M	Buy	74,493 +3,871	+5%	+$144K	0.03%	446
2024 Q1	$2.65M	Sell	70,622 -3,475	-5%	-$127K	0.03%	431
2023 Q4	$2.68M	Buy	74,097 +5,449	+8%	+$189K	0.01%	807
2023 Q3	$2.34M	Sell	68,648 -3,697	-5%	-$129K	0.01%	799
2023 Q2	$2.54M	Buy	72,345 +57,500	+387%	+$1.99M	0.02%	769
2023 Q1	$523K	Buy	14,845 +4,606	+45%	+$164K	﹤0.01%	1341
2022 Q4	$358K	Sell	10,239 -3,905	-28%	-$132K	﹤0.01%	1433
2022 Q3	$459K	Sell	14,144 -533	-4%	-$18.3K	﹤0.01%	1302
2022 Q2	$505K	Sell	14,677 -701	-5%	-$26K	﹤0.01%	1201
2022 Q1	$612K	Buy	15,378 +3,538	+30%	+$143K	﹤0.01%	1127
2021 Q4	$510K	Sell	11,840 -47	-0.4%	-$2.04K	﹤0.01%	1242
2021 Q3	$527K	Sell	11,887 -1,699	-13%	-$77K	﹤0.01%	1154
2021 Q2	$621K	Buy	13,586 +8,037	+145%	+$365K	0.01%	1056
2021 Q1	$247K	Sell	5,549 -1,926	-26%	-$87.4K	﹤0.01%	1327
2020 Q4	$346K	Buy	7,475 +1,780	+31%	+$79.8K	﹤0.01%	1086
2020 Q3	$249K	Buy	5,695 +197	+4%	+$8.69K	﹤0.01%	1105
2020 Q2	$236K	Sell	5,498 -184,469	-97%	-$7.49M	﹤0.01%	1107
2020 Q1	$7.22M	Buy	189,967 +32,453	+21%	+$1.46M	0.17%	119
2019 Q4	$7.45M	Buy	157,514 +3,630	+2%	+$169K	0.16%	120
2019 Q3	$7.15M	Buy	153,884 +52,253	+51%	+$2.46M	0.21%	93
2019 Q2	$4.86M	Buy	+101,631	New	+$4.73M	0.15%	126