United Capital Financial Advisors’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-24,018
| Closed | -$918K | – | 1098 |
|
|
2025
Q1 | $918K | Buy |
24,018
+14,487
| +152% | +$554K | 0.01% | 580 |
|
|
2024
Q4 | $362K | Buy |
+9,531
| New | +$362K | ﹤0.01% | 819 |
|
|
2024
Q3 | – | Sell |
-13,032
| Closed | -$483K | – | 1067 |
|
|
2024
Q2 | $483K | Sell |
13,032
-876
| -6% | -$32.5K | ﹤0.01% | 713 |
|
|
2024
Q1 | $521K | Sell |
13,908
-474
| -3% | -$17.8K | ﹤0.01% | 723 |
|
|
2023
Q4 | $523K | Buy |
+14,382
| New | +$523K | ﹤0.01% | 710 |
|
|
2019
Q3 | – | Sell |
-55,434
| Closed | -$2.65M | – | 1349 |
|
|
2019
Q2 | $2.65M | Buy |
55,434
+159
| +0.3% | +$7.6K | 0.02% | 541 |
|
|
2019
Q1 | $2.59M | Sell |
55,275
-1,360
| -2% | -$63.6K | 0.02% | 533 |
|
|
2018
Q4 | $2.51M | Buy |
56,635
+19,043
| +51% | +$845K | 0.02% | 509 |
|
|
2018
Q3 | $1.73M | Buy |
+37,592
| New | +$1.73M | 0.01% | 642 |
|
|
2017
Q3 | – | Sell |
-1,527
| Closed | -$1.39M | – | 1317 |
|
|
2017
Q2 | $1.39M | Buy |
+1,527
| New | +$1.39M | 0.01% | 672 |
|