Mutual Advisors’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Mutual Advisors’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
2021 Q4	–	Sell	-9,781	Closed	-$434K	–	897
2021 Q3	$434K	Sell	9,781 -612	-6%	-$27.7K	0.03%	587
2021 Q2	$475K	Sell	10,393 -51	-0.5%	-$2.32K	0.03%	540
2021 Q1	$464K	Buy	10,444 +57	+0.5%	+$2.59K	0.03%	505
2020 Q4	$481K	Buy	10,387 +2,557	+33%	+$115K	0.04%	471
2020 Q3	$342K	Sell	7,830 -226	-3%	-$9.97K	0.03%	508
2020 Q2	$346K	Sell	8,056 -249	-3%	-$10.1K	0.03%	469
2020 Q1	$316K	Sell	8,305 -627	-7%	-$28.1K	0.04%	385
2019 Q4	$423K	Buy	8,932 +1,341	+18%	+$62.5K	0.05%	385
2019 Q3	$353K	Buy	+7,591	New	+$357K	0.05%	382

Other funds holding EMHY

Bank of America

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

Envestnet Asset Management

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

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

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

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return