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

Golden State 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
2020 Q2	–	Sell	-335	Closed	-$13K	–	439
2020 Q1	$13K	Buy	+335	New	+$15K	0.01%	568
2019 Q4	–	Sell	-335	Closed	-$16K	–	293
2019 Q3	$16K	Buy	335 +80	+31%	+$3.76K	0.01%	654
2019 Q2	$12K	Sell	255 -60	-19%	-$2.79K	﹤0.01%	710
2019 Q1	$15K	Buy	+315	New	+$14.6K	0.01%	681

Other funds holding EMHY

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

SIS

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

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

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

TSA

Tri-Star Advisors Houston, Texas $5.9M AUM 6.67% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

MFM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Golden State Wealth Management's EMHY Position: Q2 2020 in Review

Golden State Wealth Management sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q2 2020, closing a stake of 335 shares — an estimated $13K sold.

Golden State Wealth Management first reported a position in EMHY in Q1 2019 and held it in 4 quarters. The position peaked at $16K in Q3 2019. 78 funds tracked by Wall St. Rank hold EMHY as of Q2 2020.

Golden State Wealth Management reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 335 iShares JPMorgan EM High Yield Bond ETF shares in Q2 2020, an estimated $13K.
Golden State Wealth Management first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's iShares JPMorgan EM High Yield Bond ETF position peaked at $16K in Q3 2019.
78 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.