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 Q3	–	Sell	-15,171	Closed	-$617K	–	241
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Optivise Advisory Services's EMHY Position: Q3 2026 in Review

Optivise Advisory Services sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q3 2026, closing a stake of 15,171 shares — an estimated $617K sold.

Optivise Advisory Services first reported a position in EMHY in Q4 2024 and held it in 5 quarters. The position peaked at $804K in Q4 2024. 95 funds tracked by Wall St. Rank hold EMHY as of Q3 2026.

Optivise Advisory Services reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q3 2026 after selling out during the quarter.
Optivise Advisory Services sold 15,171 iShares JPMorgan EM High Yield Bond ETF shares in Q3 2026, an estimated $617K.
Optivise Advisory Services first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2024 and held it in 5 quarters.
Optivise Advisory Services's iShares JPMorgan EM High Yield Bond ETF position peaked at $804K in Q4 2024.
95 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.