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Safeguard Investment Advisory Group’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-385
Closed -$17K – 253
2020
Q4 		$17K Buy
+385
New +$17.3K 0.02% 328

Other funds holding EMHY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
SFA
Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Safeguard Investment Advisory Group's EMHY Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q1 2021, closing a stake of 385 shares — an estimated $17K sold.

Safeguard Investment Advisory Group first reported a position in EMHY in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 82 funds tracked by Wall St. Rank hold EMHY as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 385 iShares JPMorgan EM High Yield Bond ETF shares in Q1 2021, an estimated $17K.
  • Safeguard Investment Advisory Group first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares JPMorgan EM High Yield Bond ETF position peaked at $17K in Q4 2020.
  • 82 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.