Lumature Wealth Partners’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Lumature Wealth Partners’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 Q2	$336K	Hold	9,560	–	–	0.2%	94
2023 Q1	$337K	Buy	+9,560	New	+$340K	0.19%	89
2022 Q2	–	Sell	-12,560	Closed	-$500K	–	418
2022 Q1	$500K	Buy	12,560 +3,400	+37%	+$138K	0.2%	94
2021 Q4	$395K	Buy	9,160 +1,160	+15%	+$50.3K	0.15%	108
2021 Q3	$355K	Hold	8,000	–	–	0.15%	109
2021 Q2	$366K	Buy	8,000 +5,000	+167%	+$227K	0.15%	104
2021 Q1	$133K	Buy	+3,000	New	+$136K	0.07%	150

Other funds holding EMHY

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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

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

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

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

Lumature Wealth Partners's EMHY Position: Q2 2023 in Review

Lumature Wealth Partners held its iShares JPMorgan EM High Yield Bond ETF (EMHY) position steady in Q2 2023 at 9,560 shares worth $336K. The position accounts for 0.2% of the portfolio, ranked #94.

Lumature Wealth Partners first reported a position in EMHY in Q1 2021 and has held it in 7 quarters since. The position peaked at $500K in Q1 2022. 76 funds tracked by Wall St. Rank hold EMHY as of Q2 2023.

Lumature Wealth Partners held 9,560 shares of iShares JPMorgan EM High Yield Bond ETF worth $336K as of Q2 2023.
Lumature Wealth Partners left its iShares JPMorgan EM High Yield Bond ETF share count unchanged in Q2 2023.
iShares JPMorgan EM High Yield Bond ETF made up 0.2% of Lumature Wealth Partners's portfolio in Q2 2023, its #94 holding.
Lumature Wealth Partners first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q1 2021 and has held it in 7 quarters since.
Lumature Wealth Partners's iShares JPMorgan EM High Yield Bond ETF position peaked at $500K in Q1 2022.
76 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.