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Provence Wealth Management Group’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Provence Wealth Management Group’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
2023
Q4 		$90.9K Hold
2,500
– – 0.05% 186
2023
Q3 		$85.1K Buy
+2,500
New +$87.1K 0.05% 174

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Provence Wealth Management Group's EMHY Position: Q4 2023 in Review

Provence Wealth Management Group held its iShares JPMorgan EM High Yield Bond ETF (EMHY) position steady in Q4 2023 at 2,500 shares worth $90.9K. The position accounts for 0.05% of the portfolio, ranked #186.

Provence Wealth Management Group first reported a position in EMHY in Q3 2023 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold EMHY as of Q4 2023.

  • Provence Wealth Management Group held 2,500 shares of iShares JPMorgan EM High Yield Bond ETF worth $90.9K as of Q4 2023.
  • Provence Wealth Management Group left its iShares JPMorgan EM High Yield Bond ETF share count unchanged in Q4 2023.
  • iShares JPMorgan EM High Yield Bond ETF made up 0.05% of Provence Wealth Management Group's portfolio in Q4 2023, its #186 holding.
  • Provence Wealth Management Group first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q3 2023 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.