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Independent Advisor Alliance’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-16,951
Closed -$802K – 515
2019
Q4 		$802K Buy
+16,951
New +$791K 0.04% 423

Other funds holding EMHY

Envestnet Asset Management
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Independent Advisor Alliance's EMHY Position: Q1 2020 in Review

Independent Advisor Alliance sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q1 2020, closing a stake of 16,951 shares — an estimated $802K sold.

Independent Advisor Alliance first reported a position in EMHY in Q4 2019 and held it in 1 quarter. The position peaked at $802K in Q4 2019. 75 funds tracked by Wall St. Rank hold EMHY as of Q1 2020.

  • Independent Advisor Alliance reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 16,951 iShares JPMorgan EM High Yield Bond ETF shares in Q1 2020, an estimated $802K.
  • Independent Advisor Alliance first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's iShares JPMorgan EM High Yield Bond ETF position peaked at $802K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.