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Patriot Financial Group Insurance Agency’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-4,374
Closed -$151K – 850
2022
Q2 		$151K Sell
4,374
-1,789
-29% -$66.4K 0.03% 447
2022
Q1 		$245K Buy
6,163
+19
+0.3% +$770 0.04% 375
2021
Q4 		$265K Buy
6,144
+68
+1% +$2.95K 0.04% 382
2021
Q3 		$270K Sell
6,076
-91
-1% -$4.12K 0.05% 370
2021
Q2 		$282K Buy
6,167
+99
+2% +$4.5K 0.05% 350
2021
Q1 		$270K Sell
6,068
-89
-1% -$4.04K 0.06% 316
2020
Q4 		$285K Buy
6,157
+156
+3% +$6.99K 0.07% 268
2020
Q3 		$262K Sell
6,001
-589
-9% -$26K 0.09% 220
2020
Q2 		$283K Sell
6,590
-2,768
-30% -$112K 0.11% 181
2020
Q1 		$356K Sell
9,358
-2,616
-22% -$117K 0.16% 140
2019
Q4 		$566K Buy
11,974
+4,765
+66% +$222K 0.21% 98
2019
Q3 		$335K Buy
7,209
+2,431
+51% +$114K 0.15% 131
2019
Q2 		$229K Buy
4,778
+2,714
+131% +$126K 0.1% 171
2019
Q1 		$97K Buy
2,064
+369
+22% +$17.1K 0.05% 276
2018
Q4 		$75K Buy
1,695
+996
+142% +$45K 0.05% 260
2018
Q3 		$32K Buy
+699
New +$32K 0.02% 386

Other funds holding EMHY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EMHY Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q3 2022, closing a stake of 4,374 shares — an estimated $151K sold.

Patriot Financial Group Insurance Agency first reported a position in EMHY in Q3 2018 and held it in 16 quarters. The position peaked at $566K in Q4 2019. 67 funds tracked by Wall St. Rank hold EMHY as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4,374 iShares JPMorgan EM High Yield Bond ETF shares in Q3 2022, an estimated $151K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q3 2018 and held it in 16 quarters.
  • Patriot Financial Group Insurance Agency's iShares JPMorgan EM High Yield Bond ETF position peaked at $566K in Q4 2019.
  • 67 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.