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Institutional & Family Asset Management’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Institutional & Family Asset 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
Q3 		– Sell
-10
Closed -$351 – 730
2023
Q2 		$351 Buy
+10
New +$345 ﹤0.01% 710

Other funds holding EMHY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Institutional & Family Asset Management's EMHY Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q3 2023, closing a stake of 10 shares — an estimated $351 sold.

Institutional & Family Asset Management first reported a position in EMHY in Q2 2023 and held it in 1 quarter. The position peaked at $351 in Q2 2023. 82 funds tracked by Wall St. Rank hold EMHY as of Q3 2023.

  • Institutional & Family Asset Management reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 10 iShares JPMorgan EM High Yield Bond ETF shares in Q3 2023, an estimated $351.
  • Institutional & Family Asset Management first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q2 2023 and held it in 1 quarter.
  • Institutional & Family Asset Management's iShares JPMorgan EM High Yield Bond ETF position peaked at $351 in Q2 2023.
  • 82 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.