SAS
EMHY icon

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
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Envestnet Asset Management
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 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 $29.1B AUM 22.79% 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
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return