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Pettinga Financial Advisors’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Pettinga Financial Advisors’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
2020
Q1 		– Sell
-6,546
Closed -$310K – 78
2019
Q4 		$310K Buy
+6,546
New +$305K 0.17% 65

Other funds holding EMHY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Pettinga Financial Advisors's EMHY Position: Q1 2020 in Review

Pettinga Financial Advisors sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q1 2020, closing a stake of 6,546 shares — an estimated $310K sold.

Pettinga Financial Advisors first reported a position in EMHY in Q4 2019 and held it in 1 quarter. The position peaked at $310K in Q4 2019. 75 funds tracked by Wall St. Rank hold EMHY as of Q1 2020.

  • Pettinga Financial Advisors reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Pettinga Financial Advisors sold 6,546 iShares JPMorgan EM High Yield Bond ETF shares in Q1 2020, an estimated $310K.
  • Pettinga Financial Advisors first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2019 and held it in 1 quarter.
  • Pettinga Financial Advisors's iShares JPMorgan EM High Yield Bond ETF position peaked at $310K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q1 2020.

Based on Pettinga Financial Advisors's 13F filing for Q1 2020, filed 11 May 2020.