Summit Wealth & Retirement Planning’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Summit Wealth & Retirement Planning’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	-11,027	Closed	-$389K	–	68
2023 Q1	$389K	Buy	11,027 +3,200	+41%	+$114K	0.15%	64
2022 Q4	$274K	Sell	7,827 -2,043	-21%	-$68.9K	0.11%	85
2022 Q3	$320K	Hold	9,870	–	–	0.13%	84
2022 Q2	$340K	Hold	9,870	–	–	0.13%	86
2022 Q1	$393K	Hold	9,870	–	–	0.14%	75
2021 Q4	$425K	Buy	+9,870	New	+$428K	0.15%	68

Other funds holding EMHY

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Summit Wealth & Retirement Planning's EMHY Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q2 2023, closing a stake of 11,027 shares — an estimated $389K sold.

Summit Wealth & Retirement Planning first reported a position in EMHY in Q4 2021 and held it in 6 quarters. The position peaked at $425K in Q4 2021. 76 funds tracked by Wall St. Rank hold EMHY as of Q2 2023.

Summit Wealth & Retirement Planning reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 11,027 iShares JPMorgan EM High Yield Bond ETF shares in Q2 2023, an estimated $389K.
Summit Wealth & Retirement Planning first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2021 and held it in 6 quarters.
Summit Wealth & Retirement Planning's iShares JPMorgan EM High Yield Bond ETF position peaked at $425K in Q4 2021.
76 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.