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Berman Capital Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Berman Capital Advisors’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
Q3 		$0 Hold
20
– – ﹤0.01% 2233
2021
Q2 		$0 Hold
20
– – ﹤0.01% 2052
2021
Q1 		$0 Hold
20
– – ﹤0.01% 1918
2020
Q4 		$0 Buy
+20
New +$807 ﹤0.01% 1834

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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 $1.44B AUM 23.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Berman Capital Advisors's USHY Position: Q3 2021 in Review

Berman Capital Advisors held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q3 2021 at 20 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2233.

Berman Capital Advisors first reported a position in USHY in Q4 2020 and has held it in 4 quarters since. 323 funds tracked by Wall St. Rank hold USHY as of Q3 2021.

  • Berman Capital Advisors held 20 shares of iShares Broad USD High Yield Corporate Bond ETF worth $0 as of Q3 2021.
  • Berman Capital Advisors left its iShares Broad USD High Yield Corporate Bond ETF share count unchanged in Q3 2021.
  • iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2233 holding.
  • Berman Capital Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2020 and has held it in 4 quarters since.
  • 323 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.