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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return