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Orion Portfolio Solutions’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$416K Sell
10,885
-607
-5% -$23.4K ﹤0.01% 1493
2024
Q4 		$436K Buy
+11,492
New +$444K ﹤0.01% 1402
2020
Q3 		– Sell
-42
Closed -$2K – 883
2020
Q2 		$2K Sell
42
-322
-88% -$13.1K ﹤0.01% 1754
2020
Q1 		$14K Buy
+364
New +$16.3K ﹤0.01% 951

Other funds holding EMHY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Orion Portfolio Solutions's EMHY Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its iShares JPMorgan EM High Yield Bond ETF (EMHY) stake by 5.3% in Q1 2025, selling an estimated $23.4K and leaving 10,885 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Orion Portfolio Solutions first reported a position in EMHY in Q1 2020 and has held it in 4 quarters since. The position peaked at $436K in Q4 2024. 109 funds tracked by Wall St. Rank hold EMHY as of Q1 2025.

  • Orion Portfolio Solutions held 10,885 shares of iShares JPMorgan EM High Yield Bond ETF worth $416K as of Q1 2025.
  • Orion Portfolio Solutions sold 607 iShares JPMorgan EM High Yield Bond ETF shares in Q1 2025, an estimated $23.4K.
  • iShares JPMorgan EM High Yield Bond ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1493 holding.
  • Orion Portfolio Solutions first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q1 2020 and has held it in 4 quarters since.
  • Orion Portfolio Solutions's iShares JPMorgan EM High Yield Bond ETF position peaked at $436K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.