Gradient Investments’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Gradient Investments’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
2023 Q2	–	Sell	-53	Closed	-$1.87K	–	1796
2023 Q1	$1.87K	Hold	53	–	–	﹤0.01%	1118
2022 Q4	$1.85K	Buy	+53	New	+$1.79K	﹤0.01%	1102
2018 Q1	–	Sell	-46	Closed	-$2K	–	1048
2017 Q4	$2K	Buy	+46	New	+$2.31K	﹤0.01%	810

Other funds holding EMHY

SIS

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

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

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

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

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

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

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

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

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

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

Gradient Investments's EMHY Position: Q2 2023 in Review

Gradient Investments sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q2 2023, closing a stake of 53 shares — an estimated $1.87K sold.

Gradient Investments first reported a position in EMHY in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q4 2017. 76 funds tracked by Wall St. Rank hold EMHY as of Q2 2023.

Gradient Investments reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
Gradient Investments sold 53 iShares JPMorgan EM High Yield Bond ETF shares in Q2 2023, an estimated $1.87K.
Gradient Investments first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2017 and held it in 3 quarters.
Gradient Investments's iShares JPMorgan EM High Yield Bond ETF position peaked at $2K in Q4 2017.
76 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.