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

Next 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
2021 Q4	$87K	Hold	2,029	–	–	0.01%	1237
2021 Q3	$90K	Hold	2,029	–	–	0.01%	1153
2021 Q2	$93K	Hold	2,029	–	–	0.01%	1150
2021 Q1	$90K	Hold	2,029	–	–	0.01%	1070
2020 Q4	$94K	Hold	2,029	–	–	0.01%	978
2020 Q3	$89K	Buy	+2,029	New	+$89.5K	0.01%	905
2020 Q2	–	Sell	-2,029	Closed	-$77K	–	942
2020 Q1	$77K	Sell	2,029 -164	-7%	-$7.36K	0.01%	842
2019 Q4	$104K	Hold	2,193	–	–	0.01%	923
2019 Q3	$102K	Hold	2,193	–	–	0.01%	901
2019 Q2	$105K	Buy	+2,193	New	+$102K	0.01%	896
2019 Q1	–	Sell	-2,719	Closed	-$121K	–	1737
2018 Q4	$121K	Buy	+2,719	New	+$123K	0.03%	535
2018 Q2	–	Sell	-39,171	Closed	-$1.92M	–	313
2018 Q1	$1.92M	Buy	+39,171	New	+$1.94M	0.41%	61

Other funds holding EMHY

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

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

SIS

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

MFM

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

LSPW

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

Next Financial Group's EMHY Position: Q4 2021 in Review

Next Financial Group held its iShares JPMorgan EM High Yield Bond ETF (EMHY) position steady in Q4 2021 at 2,029 shares worth $87K. The position accounts for 0.01% of the portfolio, ranked #1237.

Next Financial Group first reported a position in EMHY in Q1 2018 and has held it in 12 quarters since. The position peaked at $1.92M in Q1 2018. 82 funds tracked by Wall St. Rank hold EMHY as of Q4 2021.

Next Financial Group held 2,029 shares of iShares JPMorgan EM High Yield Bond ETF worth $87K as of Q4 2021.
Next Financial Group left its iShares JPMorgan EM High Yield Bond ETF share count unchanged in Q4 2021.
iShares JPMorgan EM High Yield Bond ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1237 holding.
Next Financial Group first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q1 2018 and has held it in 12 quarters since.
Next Financial Group's iShares JPMorgan EM High Yield Bond ETF position peaked at $1.92M in Q1 2018.
82 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.