CPG
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Cornerstone Planning Group’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Cornerstone Planning Group’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
Q2 		– Sell
-112
Closed -$4.17K – 1288
2024
Q1 		$4.17K Hold
112
– – ﹤0.01% 545
2023
Q4 		$4.07K Hold
112
– – ﹤0.01% 555
2023
Q3 		$3.81K Sell
112
-273
-71% -$9.51K ﹤0.01% 565
2023
Q2 		$13.5K Buy
+385
New +$13.3K 0.01% 543
2022
Q4 		$28.4K Buy
+776
New +$26.2K 0.01% 361

Other funds holding EMHY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return