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Bell Rock Capital’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Bell Rock Capital’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
2020
Q2 		– Sell
-40,190
Closed -$1.43M – 82
2020
Q1 		$1.43M Buy
+40,190
New +$1.59M 2.21% 16

Other funds holding USHY

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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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Bell Rock Capital's USHY Position: Q2 2020 in Review

Bell Rock Capital sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2020, closing a stake of 40,190 shares — an estimated $1.43M sold.

Bell Rock Capital first reported a position in USHY in Q1 2020 and held it in 1 quarter. The position peaked at $1.43M in Q1 2020. 161 funds tracked by Wall St. Rank hold USHY as of Q2 2020.

  • Bell Rock Capital reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Bell Rock Capital sold 40,190 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2020, an estimated $1.43M.
  • Bell Rock Capital first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Bell Rock Capital's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.43M in Q1 2020.
  • 161 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2020.

Based on Bell Rock Capital's 13F filing for Q2 2020, filed 4 Aug 2020.