Retirement Group’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Retirement 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
2024 Q1	–	Sell	-50	Closed	-$1.82K	–	851
2023 Q4	$1.82K	Hold	50	–	–	﹤0.01%	642
2023 Q3	$1.7K	Buy	+50	New	+$1.74K	﹤0.01%	595
2023 Q1	–	Sell	-120	Closed	-$4K	–	702
2022 Q4	$4K	Buy	+120	New	+$4.05K	﹤0.01%	451
2022 Q3	–	Sell	-120	Closed	-$4K	–	571
2022 Q2	$4K	Hold	120	–	–	﹤0.01%	545
2022 Q1	$5K	Hold	120	–	–	﹤0.01%	538
2021 Q4	$5K	Sell	120 -190	-61%	-$8.24K	﹤0.01%	517
2021 Q3	$14K	Sell	310 -385	-55%	-$17.4K	0.01%	351
2021 Q2	$32K	Hold	695	–	–	0.02%	271
2021 Q1	$31K	Hold	695	–	–	0.01%	327
2020 Q4	$32K	Hold	695	–	–	0.01%	307
2020 Q3	$30K	Hold	695	–	–	0.02%	286
2020 Q2	$30K	Buy	+695	New	+$28.2K	0.02%	281
2019 Q4	$33K	Buy	+695	New	+$32.4K	0.02%	263

Other funds holding EMHY

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Retirement Group's EMHY Position: Q1 2024 in Review

Retirement Group sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q1 2024, closing a stake of 50 shares — an estimated $1.82K sold.

Retirement Group first reported a position in EMHY in Q4 2019 and held it in 13 quarters. The position peaked at $33K in Q4 2019. 90 funds tracked by Wall St. Rank hold EMHY as of Q1 2024.

Retirement Group reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
Retirement Group sold 50 iShares JPMorgan EM High Yield Bond ETF shares in Q1 2024, an estimated $1.82K.
Retirement Group first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2019 and held it in 13 quarters.
Retirement Group's iShares JPMorgan EM High Yield Bond ETF position peaked at $33K in Q4 2019.
90 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.