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Atria Wealth Solutions’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$422K Sell
10,830
-3,572
-25% -$135K 0.01% 995
2025
Q1 		$551K Sell
14,402
-553
-4% -$21.3K 0.01% 1157
2024
Q4 		$568K Hold
14,955
– – 0.01% 1206
2024
Q3 		$584K Sell
14,955
-82
-0.5% -$3.11K 0.01% 1165
2024
Q2 		$557K Sell
15,037
-300
-2% -$11.2K 0.01% 1191
2024
Q1 		$575K Hold
15,337
– – 0.01% 1197
2023
Q4 		$557K Buy
15,337
+5,720
+59% +$198K 0.01% 1156
2023
Q3 		$327K Buy
9,617
+791
+9% +$27.6K ﹤0.01% 1357
2023
Q2 		$310K Buy
8,826
+2
+0% +$69 ﹤0.01% 1415
2023
Q1 		$311K Hold
8,824
– – ﹤0.01% 1391
2022
Q4 		$309K Buy
8,824
+1
+0% +$34 ﹤0.01% 1346
2022
Q3 		$286K Buy
8,823
+78
+0.9% +$2.68K ﹤0.01% 1326
2022
Q2 		$301K Hold
8,745
– – 0.01% 1209
2022
Q1 		$348K Buy
+8,745
New +$354K 0.01% 1248

Other funds holding EMHY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's EMHY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares JPMorgan EM High Yield Bond ETF (EMHY) stake by 25% in Q2 2025, selling an estimated $135K and leaving 10,830 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #995.

Atria Wealth Solutions first reported a position in EMHY in Q1 2022 and has held it in 14 quarters since. The position peaked at $584K in Q3 2024. 96 funds tracked by Wall St. Rank hold EMHY as of Q2 2025.

  • Atria Wealth Solutions held 10,830 shares of iShares JPMorgan EM High Yield Bond ETF worth $422K as of Q2 2025.
  • Atria Wealth Solutions sold 3,572 iShares JPMorgan EM High Yield Bond ETF shares in Q2 2025, an estimated $135K.
  • iShares JPMorgan EM High Yield Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #995 holding.
  • Atria Wealth Solutions first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares JPMorgan EM High Yield Bond ETF position peaked at $584K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.