OneDigital Investment Advisors’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
36,471
-50,518
| -58% | -$1.97M | 0.02% | 533 |
|
|
2025
Q1 | $3.33M | Sell |
86,989
-30,423
| -26% | -$1.16M | 0.04% | 297 |
|
|
2024
Q4 | $4.46M | Buy |
117,412
+37,698
| +47% | +$1.43M | 0.05% | 263 |
|
|
2024
Q3 | $3.11M | Sell |
79,714
-14,007
| -15% | -$547K | 0.04% | 339 |
|
|
2024
Q2 | $3.47M | Buy |
93,721
+10,429
| +13% | +$386K | 0.04% | 295 |
|
|
2024
Q1 | $3.12M | Buy |
83,292
+24,403
| +41% | +$914K | 0.05% | 255 |
|
|
2023
Q4 | $2.14M | Buy |
58,889
+10,937
| +23% | +$398K | 0.04% | 300 |
|
|
2023
Q3 | $1.63M | Buy |
47,952
+4,435
| +10% | +$151K | 0.04% | 319 |
|
|
2023
Q2 | $1.53M | Buy |
43,517
+7,884
| +22% | +$277K | 0.03% | 327 |
|
|
2023
Q1 | $1.26M | Buy |
35,633
+6,859
| +24% | +$242K | 0.03% | 350 |
|
|
2022
Q4 | $1.01M | Buy |
28,774
+8,931
| +45% | +$312K | 0.03% | 355 |
|
|
2022
Q3 | $644K | Buy |
19,843
+6,131
| +45% | +$199K | 0.02% | 393 |
|
|
2022
Q2 | $472K | Sell |
13,712
-1,110
| -7% | -$38.2K | 0.02% | 431 |
|
|
2022
Q1 | $590K | Sell |
14,822
-1,067
| -7% | -$42.5K | 0.02% | 393 |
|
|
2021
Q4 | $684K | Sell |
15,889
-2,561
| -14% | -$110K | 0.02% | 343 |
|
|
2021
Q3 | $818K | Sell |
18,450
-7,061
| -28% | -$313K | 0.03% | 306 |
|
|
2021
Q2 | $1.17M | Buy |
25,511
+4,323
| +20% | +$198K | 0.05% | 225 |
|
|
2021
Q1 | $942K | Buy |
21,188
+5,028
| +31% | +$224K | 0.04% | 255 |
|
|
2020
Q4 | $749K | Buy |
16,160
+4,827
| +43% | +$224K | 0.04% | 274 |
|
|
2020
Q3 | $495K | Buy |
11,333
+1,086
| +11% | +$47.4K | 0.03% | 305 |
|
|
2020
Q2 | $441K | Buy |
10,247
+2,331
| +29% | +$100K | 0.03% | 335 |
|
|
2020
Q1 | $301K | Buy |
7,916
+1,243
| +19% | +$47.3K | 0.03% | 368 |
|
|
2019
Q4 | $316K | Buy |
6,673
+685
| +11% | +$32.4K | 0.02% | 396 |
|
|
2019
Q3 | $278K | Buy |
+5,988
| New | +$278K | 0.02% | 402 |
|