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 $2.24B AUM 8.38% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Cornerstone Planning Group's EMHY Position: Q2 2024 in Review

Cornerstone Planning Group sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q2 2024, closing a stake of 112 shares — an estimated $4.17K sold.

Cornerstone Planning Group first reported a position in EMHY in Q4 2022 and held it in 5 quarters. The position peaked at $28.4K in Q4 2022. 94 funds tracked by Wall St. Rank hold EMHY as of Q2 2024.

Cornerstone Planning Group reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
Cornerstone Planning Group sold 112 iShares JPMorgan EM High Yield Bond ETF shares in Q2 2024, an estimated $4.17K.
Cornerstone Planning Group first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2022 and held it in 5 quarters.
Cornerstone Planning Group's iShares JPMorgan EM High Yield Bond ETF position peaked at $28.4K in Q4 2022.
94 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q2 2024.

Based on Cornerstone Planning Group's 13F filing for Q2 2024, filed 13 Aug 2024.