TrueWealth Advisors’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

TrueWealth 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
2022 Q3	–	Sell	-5,995	Closed	-$206K	–	165
2022 Q2	$206K	Sell	5,995 -168	-3%	-$6.24K	0.1%	161
2022 Q1	$265K	Hold	6,163	–	–	0.12%	144
2021 Q4	$265K	Buy	+6,163	New	+$267K	0.12%	144

Other funds holding EMHY

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

TrueWealth Advisors's EMHY Position: Q3 2022 in Review

TrueWealth Advisors sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q3 2022, closing a stake of 5,995 shares — an estimated $206K sold.

TrueWealth Advisors first reported a position in EMHY in Q4 2021 and held it in 3 quarters. The position peaked at $265K in Q1 2022. 67 funds tracked by Wall St. Rank hold EMHY as of Q3 2022.

TrueWealth Advisors reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q3 2022 after selling out during the quarter.
TrueWealth Advisors sold 5,995 iShares JPMorgan EM High Yield Bond ETF shares in Q3 2022, an estimated $206K.
TrueWealth Advisors first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2021 and held it in 3 quarters.
TrueWealth Advisors's iShares JPMorgan EM High Yield Bond ETF position peaked at $265K in Q1 2022.
67 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q3 2022.

Based on TrueWealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.