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Mount Lucas Management’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Mount Lucas 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
2026
Q1 		$3.02M Buy
76,750
+6,149
+9% +$248K 1.12% 17
2025
Q4 		$2.85M Buy
70,601
+1,745
+3% +$69.9K 1.14% 17
2025
Q3 		$2.73M Buy
68,856
+1,455
+2% +$57.2K 1.12% 20
2025
Q2 		$2.63M Buy
67,401
+259
+0.4% +$9.82K 1.12% 17
2025
Q1 		$2.57M Sell
67,142
-1,186
-2% -$45.6K 0.83% 20
2024
Q4 		$2.6M Buy
68,328
+2,021
+3% +$78K 0.9% 22
2024
Q3 		$2.59M Buy
66,307
+2,942
+5% +$111K 0.88% 25
2024
Q2 		$2.35M Sell
63,365
-3,853
-6% -$143K 0.67% 52
2024
Q1 		$2.52M Sell
67,218
-571
-0.8% -$20.8K 0.69% 53
2023
Q4 		$2.46M Sell
67,789
-2,859
-4% -$98.9K 0.71% 52
2023
Q3 		$2.4M Buy
70,648
+1,556
+2% +$54.2K 0.85% 41
2023
Q2 		$2.43M Sell
69,092
-642
-0.9% -$22.2K 0.81% 51
2023
Q1 		$2.46M Buy
+69,734
New +$2.48M 0.65% 54
2021
Q4 		– Sell
-89,333
Closed -$3.96M – 141
2021
Q3 		$3.96M Sell
89,333
-5,810
-6% -$263K 1.2% 29
2021
Q2 		$4.35M Buy
95,143
+3,317
+4% +$151K 1.16% 29
2021
Q1 		$4.08M Buy
91,826
+4,361
+5% +$198K 1.2% 23
2020
Q4 		$4.05M Buy
87,465
+7,969
+10% +$357K 0.85% 30
2020
Q3 		$3.47M Buy
+79,496
New +$3.51M 0.72% 33
2020
Q1 		– Sell
-106,511
Closed -$5.04M – 46
2019
Q4 		$5.04M Buy
106,511
+143
+0.1% +$6.67K 1% 34
2019
Q3 		$4.95M Sell
106,368
-3,916
-4% -$184K 0.89% 36
2019
Q2 		$5.27M Buy
110,284
+11,580
+12% +$539K 0.89% 39
2019
Q1 		$4.62M Buy
+98,704
New +$4.57M 0.76% 44
2018
Q1 		– Sell
-63,264
Closed -$3.16M – 93
2017
Q4 		$3.16M Buy
63,264
+1,218
+2% +$61.2K 0.55% 64
2017
Q3 		$3.15M Buy
62,046
+52,781
+570% +$2.66M 0.57% 64
2017
Q2 		$465K Buy
9,265
+336
+4% +$16.9K 0.09% 99
2017
Q1 		$446K Sell
8,929
-325
-4% -$16.1K 0.09% 96
2016
Q4 		$450K Buy
9,254
+754
+9% +$37K 0.09% 99
2016
Q3 		$430K Buy
8,500
+848
+11% +$42.5K 0.08% 104
2016
Q2 		$378K Buy
7,652
+1,177
+18% +$56.3K 0.06% 88
2016
Q1 		$305K Buy
+6,475
New +$292K 0.05% 75

Other funds holding EMHY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 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

Mount Lucas Management's EMHY Position: Q1 2026 in Review

Mount Lucas Management increased its iShares JPMorgan EM High Yield Bond ETF (EMHY) stake by 8.7% in Q1 2026, buying an estimated $248K and bringing the position to 76,750 shares worth $3.02M. The position accounts for 1.12% of the portfolio, ranked #17.

Mount Lucas Management first reported a position in EMHY in Q1 2016 and has held it in 30 quarters since. The position peaked at $5.27M in Q2 2019. 116 funds tracked by Wall St. Rank hold EMHY as of Q1 2026.

  • Mount Lucas Management held 76,750 shares of iShares JPMorgan EM High Yield Bond ETF worth $3.02M as of Q1 2026.
  • Mount Lucas Management bought 6,149 iShares JPMorgan EM High Yield Bond ETF shares in Q1 2026, an estimated $248K.
  • iShares JPMorgan EM High Yield Bond ETF made up 1.12% of Mount Lucas Management's portfolio in Q1 2026, its #17 holding.
  • Mount Lucas Management first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q1 2016 and has held it in 30 quarters since.
  • Mount Lucas Management's iShares JPMorgan EM High Yield Bond ETF position peaked at $5.27M in Q2 2019.
  • 116 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.