Summit Financial’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Summit Financial’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
2026 Q1	$12.6M	Sell	319,492 -1,399	-0.4%	-$56.4K	0.16%	119
2025 Q4	$13M	Buy	320,891 +2,652	+0.8%	+$106K	0.19%	107
2025 Q3	$12.6M	Buy	318,239 +10,486	+3%	+$413K	0.19%	102
2025 Q2	$12M	Buy	307,753 +6,532	+2%	+$248K	0.27%	65
2025 Q1	$11.5M	Buy	+301,221	New	+$11.6M	0.32%	59

Other funds holding EMHY

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial's EMHY Position: Q1 2026 in Review

Summit Financial reduced its iShares JPMorgan EM High Yield Bond ETF (EMHY) stake by 0.44% in Q1 2026, selling an estimated $56.4K and leaving 319,492 shares worth $12.6M. The position accounts for 0.16% of the portfolio, ranked #119.

Summit Financial first reported a position in EMHY in Q1 2025 and has held it in 5 quarters since. The position peaked at $13M in Q4 2025. 116 funds tracked by Wall St. Rank hold EMHY as of Q1 2026.

Summit Financial held 319,492 shares of iShares JPMorgan EM High Yield Bond ETF worth $12.6M as of Q1 2026.
Summit Financial sold 1,399 iShares JPMorgan EM High Yield Bond ETF shares in Q1 2026, an estimated $56.4K.
iShares JPMorgan EM High Yield Bond ETF made up 0.16% of Summit Financial's portfolio in Q1 2026, its #119 holding.
Summit Financial first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q1 2025 and has held it in 5 quarters since.
Summit Financial's iShares JPMorgan EM High Yield Bond ETF position peaked at $13M in Q4 2025.
116 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.