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

Howard 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
2023 Q1	–	Sell	-6,530	Closed	-$228K	–	112
2022 Q4	$228K	Sell	6,530 -2,090	-24%	-$70.5K	0.19%	99
2022 Q3	$279K	Buy	+8,620	New	+$296K	0.2%	94
2022 Q2	–	Sell	-14,020	Closed	-$557K	–	77
2022 Q1	$557K	Buy	14,020 +550	+4%	+$22.3K	0.3%	72
2021 Q4	$580K	Buy	13,470 +810	+6%	+$35.1K	0.31%	72
2021 Q3	$561K	Sell	12,660 -175	-1%	-$7.93K	0.31%	74
2021 Q2	$586K	Buy	12,835 +689	+6%	+$31.3K	0.32%	72
2021 Q1	$540K	Buy	12,146 +977	+9%	+$44.3K	0.32%	75
2020 Q4	$517K	Buy	11,169 +1,764	+19%	+$79.1K	0.32%	76
2020 Q3	$410K	Buy	9,405 +3,095	+49%	+$137K	0.29%	78
2020 Q2	$271K	Buy	6,310 +375	+6%	+$15.2K	0.22%	92
2020 Q1	$225K	Buy	5,935 +2,413	+69%	+$108K	0.24%	88
2019 Q4	$166K	Buy	+3,522	New	+$164K	0.14%	104

Other funds holding EMHY

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 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

KOC

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

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

Howard Wealth Management's EMHY Position: Q1 2023 in Review

Howard Wealth Management sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q1 2023, closing a stake of 6,530 shares — an estimated $228K sold.

Howard Wealth Management first reported a position in EMHY in Q4 2019 and held it in 12 quarters. The position peaked at $586K in Q2 2021. 77 funds tracked by Wall St. Rank hold EMHY as of Q1 2023.

Howard Wealth Management reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
Howard Wealth Management sold 6,530 iShares JPMorgan EM High Yield Bond ETF shares in Q1 2023, an estimated $228K.
Howard Wealth Management first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2019 and held it in 12 quarters.
Howard Wealth Management's iShares JPMorgan EM High Yield Bond ETF position peaked at $586K in Q2 2021.
77 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q1 2023.

Based on Howard Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.