IFP Advisors’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $183K | Hold |
4,699
| – | – | 0.01% | 1311 |
|
2025
Q1 | $180K | Sell |
4,699
-69
| -1% | -$2.64K | 0.01% | 1228 |
|
2024
Q4 | $181K | Sell |
4,768
-30
| -0.6% | -$1.14K | 0.01% | 1162 |
|
2024
Q3 | $187K | Sell |
4,798
-313
| -6% | -$12.2K | 0.01% | 1124 |
|
2024
Q2 | $189K | Buy |
5,111
+1
| +0% | +$37 | 0.01% | 1073 |
|
2024
Q1 | $191K | Sell |
5,110
-7
| -0.1% | -$262 | 0.01% | 1018 |
|
2023
Q4 | $186K | Buy |
5,117
+1
| +0% | +$36 | 0.01% | 982 |
|
2023
Q3 | $174K | Buy |
5,116
+271
| +6% | +$9.23K | 0.01% | 1028 |
|
2023
Q2 | $170K | Buy |
4,845
+2
| +0% | +$70 | 0.01% | 1101 |
|
2023
Q1 | $225K | Sell |
4,843
-3,374
| -41% | -$157K | 0.01% | 902 |
|
2022
Q4 | $385K | Buy |
8,217
+139
| +2% | +$6.51K | 0.01% | 1013 |
|
2022
Q3 | $377K | Sell |
8,078
-98
| -1% | -$4.57K | 0.01% | 1064 |
|
2022
Q2 | $381K | Hold |
8,176
| – | – | 0.01% | 959 |
|
2022
Q1 | $381K | Buy |
8,176
+4,596
| +128% | +$214K | 0.01% | 959 |
|
2021
Q4 | $154K | Hold |
3,580
| – | – | ﹤0.01% | 1062 |
|
2021
Q3 | $157K | Buy |
3,580
+74
| +2% | +$3.25K | ﹤0.01% | 1048 |
|
2021
Q2 | $160K | Buy |
3,506
+786
| +29% | +$35.9K | ﹤0.01% | 1021 |
|
2021
Q1 | $120K | Buy |
2,720
+295
| +12% | +$13K | ﹤0.01% | 1085 |
|
2020
Q4 | $111K | Buy |
2,425
+357
| +17% | +$16.3K | ﹤0.01% | 1075 |
|
2020
Q3 | $91K | Buy |
2,068
+140
| +7% | +$6.16K | 0.01% | 1040 |
|
2020
Q2 | $82K | Hold |
1,928
| – | – | 0.01% | 995 |
|
2020
Q1 | $74K | Sell |
1,928
-100
| -5% | -$3.84K | 0.01% | 959 |
|
2019
Q4 | $97K | Sell |
2,028
-3,373
| -62% | -$161K | 0.01% | 961 |
|
2019
Q3 | $251K | Buy |
+5,401
| New | +$251K | 0.02% | 695 |
|
2019
Q1 | $160K | Sell |
3,422
-1,138
| -25% | -$53.2K | 0.02% | 530 |
|
2018
Q4 | $202K | Buy |
4,560
+139
| +3% | +$6.16K | 0.01% | 858 |
|
2018
Q3 | $204K | Sell |
4,421
-15
| -0.3% | -$692 | 0.01% | 1061 |
|
2018
Q2 | $204K | Buy |
4,436
+2,403
| +118% | +$111K | 0.01% | 1046 |
|
2018
Q1 | $102K | Hold |
2,033
| – | – | ﹤0.01% | 1374 |
|
2017
Q4 | $102K | Buy |
2,033
+54
| +3% | +$2.71K | ﹤0.01% | 1373 |
|
2017
Q3 | $101K | Buy |
1,979
+1,679
| +560% | +$85.7K | ﹤0.01% | 1538 |
|
2017
Q2 | $15K | Sell |
300
-14
| -4% | -$700 | ﹤0.01% | 2717 |
|
2017
Q1 | $16K | Sell |
314
-606
| -66% | -$30.9K | ﹤0.01% | 2610 |
|
2016
Q4 | $45K | Buy |
+920
| New | +$45K | ﹤0.01% | 1937 |
|
2016
Q2 | – | Sell |
-3,422
| Closed | -$160K | – | 3907 |
|
2016
Q1 | $160K | Buy |
+3,422
| New | +$160K | 0.02% | 530 |
|