Avantax Advisory Services’s UBS Asset Management High Yield Credit Fund DHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$82.1K Buy
3,853
+1,487
+63% +$30.3K ﹤0.01% 2301
2025
Q1
$50.1K Buy
2,366
+51
+2% +$1.09K ﹤0.01% 2196
2024
Q4
$49.5K Buy
+2,315
New +$50.7K ﹤0.01% 2157
2021
Q1
– Sell
-1,502
Closed -$34K – 1043
2020
Q4
$34K Sell
1,502
-3,200
-68% -$71.1K ﹤0.01% 925
2020
Q3
$99K Buy
+4,702
New +$98.4K ﹤0.01% 1303

Other funds holding DHY

Avantax Advisory Services's DHY Position: Q2 2025 in Review

Avantax Advisory Services increased its UBS Asset Management High Yield Credit Fund (DHY) stake by 63% in Q2 2025, buying an estimated $30.3K and bringing the position to 3,853 shares worth $82.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2301.

Avantax Advisory Services first reported a position in DHY in Q3 2020 and has held it in 5 quarters since. The position peaked at $99K in Q3 2020. 68 funds tracked by Wall St. Rank hold DHY as of Q2 2025.

  • Avantax Advisory Services held 3,853 shares of UBS Asset Management High Yield Credit Fund worth $82.1K as of Q2 2025.
  • Avantax Advisory Services bought 1,487 UBS Asset Management High Yield Credit Fund shares in Q2 2025, an estimated $30.3K.
  • UBS Asset Management High Yield Credit Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2301 holding.
  • Avantax Advisory Services first reported a position in UBS Asset Management High Yield Credit Fund in Q3 2020 and has held it in 5 quarters since.
  • Avantax Advisory Services's UBS Asset Management High Yield Credit Fund position peaked at $99K in Q3 2020.
  • 68 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.