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

Liberty 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
2019
Q1 		– Sell
-44
Closed -$1K – 759
2018
Q4 		$1K Buy
+44
New +$1.99K ﹤0.01% 705

Other funds holding EMHY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Liberty Wealth Management's EMHY Position: Q1 2019 in Review

Liberty Wealth Management sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q1 2019, closing a stake of 44 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in EMHY in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 65 funds tracked by Wall St. Rank hold EMHY as of Q1 2019.

  • Liberty Wealth Management reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 44 iShares JPMorgan EM High Yield Bond ETF shares in Q1 2019, an estimated $1K.
  • Liberty Wealth Management first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2018 and held it in 1 quarter.
  • Liberty Wealth Management's iShares JPMorgan EM High Yield Bond ETF position peaked at $1K in Q4 2018.
  • 65 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q1 2019.

Based on Liberty Wealth Management's 13F filing for Q1 2019, filed 18 Apr 2019.