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Bluefin Capital Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Bluefin Capital Management’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
2018
Q4 		– Sell
-31,243
Closed -$1.27M – 553
2018
Q3 		$1.27M Sell
31,243
-11,121
-26% -$451K 0.12% 143
2018
Q2 		$1.71M Buy
+42,364
New +$1.72M 0.13% 108

Other funds holding USHY

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
EWA
ERTS Wealth Advisors Marquette, Michigan $314M AUM 10.65% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Bluefin Capital Management's USHY Position: Q4 2018 in Review

Bluefin Capital Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2018, closing a stake of 31,243 shares — an estimated $1.27M sold.

Bluefin Capital Management first reported a position in USHY in Q2 2018 and held it in 2 quarters. The position peaked at $1.71M in Q2 2018. 22 funds tracked by Wall St. Rank hold USHY as of Q4 2018.

  • Bluefin Capital Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Bluefin Capital Management sold 31,243 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2018, an estimated $1.27M.
  • Bluefin Capital Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2018 and held it in 2 quarters.
  • Bluefin Capital Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.71M in Q2 2018.
  • 22 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2018.

Based on Bluefin Capital Management's 13F filing for Q4 2018, filed 15 Feb 2019.