Certified Advisory Corp’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Certified Advisory Corp’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
2021 Q4	–	Sell	-4,536	Closed	-$201K	–	230
2021 Q3	$201K	Buy	4,536 +28	+0.6%	+$1.27K	0.05%	206
2021 Q2	$206K	Buy	4,508 +28	+0.6%	+$1.27K	0.05%	206
2021 Q1	$199K	Buy	+4,480	New	+$203K	0.05%	195
2020 Q2	$304K	Sell	7,059 -937	-12%	-$38K	0.1%	153
2020 Q1	$304K	Buy	7,996 +37	+0.5%	+$1.66K	0.12%	135
2019 Q4	$377K	Buy	7,959 +584	+8%	+$27.2K	0.12%	142
2019 Q3	$343K	Buy	7,375 +52	+0.7%	+$2.44K	0.12%	146
2019 Q2	$350K	Buy	7,323 +354	+5%	+$16.5K	0.13%	132
2019 Q1	$326K	Buy	6,969 +3,269	+88%	+$151K	0.14%	125
2018 Q4	$164K	Buy	+3,700	New	+$167K	0.09%	161

Other funds holding EMHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

LSPW

Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return

Certified Advisory Corp's EMHY Position: Q4 2021 in Review

Certified Advisory Corp sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q4 2021, closing a stake of 4,536 shares — an estimated $201K sold.

Certified Advisory Corp first reported a position in EMHY in Q4 2018 and held it in 10 quarters. The position peaked at $377K in Q4 2019. 82 funds tracked by Wall St. Rank hold EMHY as of Q4 2021.

Certified Advisory Corp reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q4 2021 after selling out during the quarter.
Certified Advisory Corp sold 4,536 iShares JPMorgan EM High Yield Bond ETF shares in Q4 2021, an estimated $201K.
Certified Advisory Corp first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2018 and held it in 10 quarters.
Certified Advisory Corp's iShares JPMorgan EM High Yield Bond ETF position peaked at $377K in Q4 2019.
82 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q4 2021.

Based on Certified Advisory Corp's 13F filing for Q4 2021, filed 14 Feb 2022.