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Western Pacific Wealth Management’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Western Pacific Wealth 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
2024
Q2 		– Sell
-39
Closed -$1.46K – 245
2024
Q1 		$1.46K Buy
+39
New +$1.42K ﹤0.01% 260

Other funds holding EMHY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Western Pacific Wealth Management's EMHY Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q2 2024, closing a stake of 39 shares — an estimated $1.46K sold.

Western Pacific Wealth Management first reported a position in EMHY in Q1 2024 and held it in 1 quarter. The position peaked at $1.46K in Q1 2024. 94 funds tracked by Wall St. Rank hold EMHY as of Q2 2024.

  • Western Pacific Wealth Management reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 39 iShares JPMorgan EM High Yield Bond ETF shares in Q2 2024, an estimated $1.46K.
  • Western Pacific Wealth Management first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q1 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's iShares JPMorgan EM High Yield Bond ETF position peaked at $1.46K in Q1 2024.
  • 94 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.