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Synergy Asset Management’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Synergy Asset Management’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
2025
Q2 		– Sell
-5,833
Closed -$223K – 197
2025
Q1 		$223K Buy
5,833
+753
+15% +$29K 0.03% 162
2024
Q4 		$198K Buy
+5,080
New +$196K 0.02% 195

Other funds holding EMHY

AssetMark Inc
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Synergy Asset Management's EMHY Position: Q2 2025 in Review

Synergy Asset Management sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q2 2025, closing a stake of 5,833 shares — an estimated $223K sold.

Synergy Asset Management first reported a position in EMHY in Q4 2024 and held it in 2 quarters. The position peaked at $223K in Q1 2025. 95 funds tracked by Wall St. Rank hold EMHY as of Q2 2025.

  • Synergy Asset Management reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Synergy Asset Management sold 5,833 iShares JPMorgan EM High Yield Bond ETF shares in Q2 2025, an estimated $223K.
  • Synergy Asset Management first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2024 and held it in 2 quarters.
  • Synergy Asset Management's iShares JPMorgan EM High Yield Bond ETF position peaked at $223K in Q1 2025.
  • 95 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q2 2025.

Based on Synergy Asset Management's 13F filing for Q2 2025, filed 21 Jul 2025.