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Optivise Advisory Services’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Optivise Advisory Services’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
Q2 		$617K Sell
15,171
-3,392
-18% -$137K 0.31% 93
2026
Q1 		$731K Buy
18,563
+1,105
+6% +$44.6K 0.44% 64
2025
Q4 		$705K Buy
+17,458
New +$700K 0.41% 71
2025
Q2 		– Sell
-20,672
Closed -$790K – 213
2025
Q1 		$790K Sell
20,672
-488
-2% -$18.8K 0.44% 57
2024
Q4 		$804K Buy
+21,160
New +$817K 0.43% 64

Other funds holding EMHY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GWM
Greenline Wealth Management Boca Raton, Florida $122M AUM
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM

Optivise Advisory Services's EMHY Position: Q2 2026 in Review

Optivise Advisory Services reduced its iShares JPMorgan EM High Yield Bond ETF (EMHY) stake by 18% in Q2 2026, selling an estimated $137K and leaving 15,171 shares worth $617K. The position accounts for 0.31% of the portfolio, ranked #93.

Optivise Advisory Services first reported a position in EMHY in Q4 2024 and has held it in 5 quarters since. The position peaked at $804K in Q4 2024. 28 funds tracked by Wall St. Rank hold EMHY as of Q2 2026.

  • Optivise Advisory Services held 15,171 shares of iShares JPMorgan EM High Yield Bond ETF worth $617K as of Q2 2026.
  • Optivise Advisory Services sold 3,392 iShares JPMorgan EM High Yield Bond ETF shares in Q2 2026, an estimated $137K.
  • iShares JPMorgan EM High Yield Bond ETF made up 0.31% of Optivise Advisory Services's portfolio in Q2 2026, its #93 holding.
  • Optivise Advisory Services first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Optivise Advisory Services's iShares JPMorgan EM High Yield Bond ETF position peaked at $804K in Q4 2024.
  • 28 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.