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Advisor Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Advisor Group’s Portfolio USHY Stock Details USHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$828K Buy
20,137
+17,735
+738% +$722K 0.01% 1337
2019
Q3 		$99K Buy
2,402
+1,183
+97% +$48.3K ﹤0.01% 2889
2019
Q2 		$51K Buy
1,219
+938
+334% +$38K ﹤0.01% 3349
2019
Q1 		$11K Buy
281
+126
+81% +$5.02K ﹤0.01% 4332
2018
Q4 		$6K Hold
155
– – ﹤0.01% 4453
2018
Q3 		$6K Buy
+155
New +$6.29K ﹤0.01% 4532

Other funds holding USHY

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Advisor Group's USHY Position: Q4 2019 in Review

Advisor Group increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 738% in Q4 2019, buying an estimated $722K and bringing the position to 20,137 shares worth $828K. The position accounts for 0.01% of the portfolio, ranked #1337.

Advisor Group first reported a position in USHY in Q3 2018 and has held it in 6 quarters since. 130 funds tracked by Wall St. Rank hold USHY as of Q4 2019.

  • Advisor Group held 20,137 shares of iShares Broad USD High Yield Corporate Bond ETF worth $828K as of Q4 2019.
  • Advisor Group bought 17,735 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2019, an estimated $722K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1337 holding.
  • Advisor Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2018 and has held it in 6 quarters since.
  • 130 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.