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Frontier Wealth Management’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Frontier Wealth Management’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
2019
Q2 		– Sell
-9,931
Closed -$465K – 325
2019
Q1 		$465K Buy
9,931
+2,100
+27% +$97.2K 0.06% 227
2018
Q4 		$347K Buy
7,831
+536
+7% +$24.2K 0.05% 244
2018
Q3 		$336K Buy
7,295
+1,632
+29% +$74.7K 0.03% 283
2018
Q2 		$260K Buy
+5,663
New +$268K 0.04% 309

Other funds holding EMHY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Frontier Wealth Management's EMHY Position: Q2 2019 in Review

Frontier Wealth Management sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q2 2019, closing a stake of 9,931 shares — an estimated $465K sold.

Frontier Wealth Management first reported a position in EMHY in Q2 2018 and held it in 4 quarters. The position peaked at $465K in Q1 2019. 63 funds tracked by Wall St. Rank hold EMHY as of Q2 2019.

  • Frontier Wealth Management reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Frontier Wealth Management sold 9,931 iShares JPMorgan EM High Yield Bond ETF shares in Q2 2019, an estimated $465K.
  • Frontier Wealth Management first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q2 2018 and held it in 4 quarters.
  • Frontier Wealth Management's iShares JPMorgan EM High Yield Bond ETF position peaked at $465K in Q1 2019.
  • 63 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q2 2019.

Based on Frontier Wealth Management's 13F filing for Q2 2019, filed 16 Aug 2019.