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Tri-Star Advisors’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Tri-Star Advisors’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
2020
Q4 		– Sell
-132,544
Closed -$5.81M – 45
2020
Q3 		$5.81M Sell
132,544
-67,072
-34% -$2.96M 3.64% 11
2020
Q2 		$8.66M Buy
+199,616
New +$8.11M 5.69% 6

Other funds holding EMHY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
SFA
Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Tri-Star Advisors's EMHY Position: Q4 2020 in Review

Tri-Star Advisors sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q4 2020, closing a stake of 132,544 shares — an estimated $5.81M sold.

Tri-Star Advisors first reported a position in EMHY in Q2 2020 and held it in 2 quarters. The position peaked at $8.66M in Q2 2020. 79 funds tracked by Wall St. Rank hold EMHY as of Q4 2020.

  • Tri-Star Advisors reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Tri-Star Advisors sold 132,544 iShares JPMorgan EM High Yield Bond ETF shares in Q4 2020, an estimated $5.81M.
  • Tri-Star Advisors first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q2 2020 and held it in 2 quarters.
  • Tri-Star Advisors's iShares JPMorgan EM High Yield Bond ETF position peaked at $8.66M in Q2 2020.
  • 79 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q4 2020.

Based on Tri-Star Advisors's 13F filing for Q4 2020, filed 11 Jan 2021.