Beacon Capital Management LLC (Tennessee)’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2024 Q4	–	Sell	-117	Closed	-$4.57K	–	1109
2024 Q3	$4.57K	Buy	+117	New	+$4.43K	﹤0.01%	831
2024 Q1	–	Sell	-390	Closed	-$13.3K	–	1092
2023 Q4	$13.3K	Hold	390	–	–	﹤0.01%	451
2023 Q3	$13.7K	Hold	390	–	–	﹤0.01%	479
2023 Q2	$13.7K	Buy	+390	New	+$13.5K	﹤0.01%	479

Other funds holding EMHY

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

HWM

Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Beacon Capital Management LLC (Tennessee)'s EMHY Position: Q4 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q4 2024, closing a stake of 117 shares — an estimated $4.57K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in EMHY in Q2 2023 and held it in 4 quarters. The position peaked at $13.7K in Q3 2023. 111 funds tracked by Wall St. Rank hold EMHY as of Q4 2024.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 117 iShares JPMorgan EM High Yield Bond ETF shares in Q4 2024, an estimated $4.57K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q2 2023 and held it in 4 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares JPMorgan EM High Yield Bond ETF position peaked at $13.7K in Q3 2023.
111 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q4 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2024, filed 30 Jan 2025.