APW
USHY icon

Austin Private Wealth’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Austin Private Wealth’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
2021
Q2 		– Sell
-7,477
Closed -$308K – 140
2021
Q1 		$308K Sell
7,477
-4,271
-36% -$176K 0.08% 87
2020
Q4 		$485K Buy
11,748
+2,890
+33% +$117K 0.14% 59
2020
Q3 		$350K Buy
+8,858
New +$350K 0.13% 61

Other funds holding USHY

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Austin Private Wealth's USHY Position: Q2 2021 in Review

Austin Private Wealth sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2021, closing a stake of 7,477 shares — an estimated $308K sold.

Austin Private Wealth first reported a position in USHY in Q3 2020 and held it in 3 quarters. The position peaked at $485K in Q4 2020. 315 funds tracked by Wall St. Rank hold USHY as of Q2 2021.

  • Austin Private Wealth reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Austin Private Wealth sold 7,477 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2021, an estimated $308K.
  • Austin Private Wealth first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2020 and held it in 3 quarters.
  • Austin Private Wealth's iShares Broad USD High Yield Corporate Bond ETF position peaked at $485K in Q4 2020.
  • 315 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2021.

Based on Austin Private Wealth's 13F filing for Q2 2021, filed 10 Aug 2021.