Sage Advisory Services’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Sage Advisory Services’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 Q2	–	Sell	-56,428	Closed	-$1.99M	–	47
2023 Q1	$1.99M	Hold	56,428	–	–	0.56%	26
2022 Q4	$1.97M	Buy	+56,428	New	+$1.9M	0.58%	28
2022 Q3	–	Sell	-54,990	Closed	-$1.89M	–	49
2022 Q2	$1.89M	Sell	54,990 -2,485	-4%	-$92.2K	0.54%	33
2022 Q1	$2.29M	Buy	57,475 +14,350	+33%	+$582K	0.58%	32
2021 Q4	$1.86M	Buy	+43,125	New	+$1.87M	0.46%	35
2020 Q1	–	Sell	-23,030	Closed	-$1.09M	–	51
2019 Q4	$1.09M	Buy	23,030 +720	+3%	+$33.6K	0.35%	40
2019 Q3	$1.04M	Buy	22,310 +2,325	+12%	+$109K	0.34%	33
2019 Q2	$955K	Buy	+19,985	New	+$930K	0.28%	34

Other funds holding EMHY

SIS

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

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

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 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

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

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sage Advisory Services's EMHY Position: Q2 2023 in Review

Sage Advisory Services sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q2 2023, closing a stake of 56,428 shares — an estimated $1.99M sold.

Sage Advisory Services first reported a position in EMHY in Q2 2019 and held it in 8 quarters. The position peaked at $2.29M in Q1 2022. 76 funds tracked by Wall St. Rank hold EMHY as of Q2 2023.

Sage Advisory Services reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
Sage Advisory Services sold 56,428 iShares JPMorgan EM High Yield Bond ETF shares in Q2 2023, an estimated $1.99M.
Sage Advisory Services first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q2 2019 and held it in 8 quarters.
Sage Advisory Services's iShares JPMorgan EM High Yield Bond ETF position peaked at $2.29M in Q1 2022.
76 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q2 2023.

Based on Sage Advisory Services's 13F filing for Q2 2023, filed 2 Aug 2023.