LifePlan Financial Group’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

LifePlan Financial Group’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 Q3	$30K	Hold	688	–	–	0.01%	293
2020 Q2	$30K	Sell	688 -176	-20%	-$7.15K	0.01%	288
2020 Q1	$33K	Hold	864	–	–	0.02%	263
2019 Q4	$41K	Hold	864	–	–	0.02%	269
2019 Q3	$40K	Sell	864 -299	-26%	-$14.1K	0.02%	268
2019 Q2	$56K	Sell	1,163 -1,100	-49%	-$51.2K	0.03%	230
2019 Q1	$106K	Sell	2,263 -845	-27%	-$39.1K	0.06%	177
2018 Q4	$138K	Sell	3,108 -225	-7%	-$10.2K	0.09%	149
2018 Q3	$154K	Buy	3,333 +1,403	+73%	+$64.2K	0.08%	147
2018 Q2	$89K	Buy	1,930 +194	+11%	+$9.18K	0.05%	186
2018 Q1	$85K	Buy	+1,736	New	+$85.8K	0.05%	178
2017 Q3	–	Sell	-4,071	Closed	-$204K	–	110
2017 Q2	$204K	Sell	4,071 -1,431	-26%	-$72.1K	0.14%	104
2017 Q1	$275K	Sell	5,502 -20,308	-79%	-$1.01M	0.19%	90
2016 Q4	$1.26M	Buy	+25,810	New	+$1.27M	0.88%	39
2015 Q3	–	Sell	-36,187	Closed	-$1.74M	–	92
2015 Q2	$1.74M	Buy	+36,187	New	+$1.76M	1.17%	31

Other funds holding EMHY

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TSA

Tri-Star Advisors Houston, Texas $5.9M AUM 6.67% 1-Year Est. Return

SFA

Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return

LifePlan Financial Group's EMHY Position: Q3 2020 in Review

LifePlan Financial Group held its iShares JPMorgan EM High Yield Bond ETF (EMHY) position steady in Q3 2020 at 688 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #293.

LifePlan Financial Group first reported a position in EMHY in Q2 2015 and has held it in 15 quarters since. The position peaked at $1.74M in Q2 2015. 77 funds tracked by Wall St. Rank hold EMHY as of Q3 2020.

LifePlan Financial Group held 688 shares of iShares JPMorgan EM High Yield Bond ETF worth $30K as of Q3 2020.
LifePlan Financial Group left its iShares JPMorgan EM High Yield Bond ETF share count unchanged in Q3 2020.
iShares JPMorgan EM High Yield Bond ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #293 holding.
LifePlan Financial Group first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q2 2015 and has held it in 15 quarters since.
LifePlan Financial Group's iShares JPMorgan EM High Yield Bond ETF position peaked at $1.74M in Q2 2015.
77 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.