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D'Orazio & Associates’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

D'Orazio & Associates’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
Q3 		– Sell
-33
Closed -$1K – 356
2020
Q2 		$1K Buy
+33
New +$1.23K ﹤0.01% 326

Other funds holding USHY

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D'Orazio & Associates's USHY Position: Q3 2020 in Review

D'Orazio & Associates sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2020, closing a stake of 33 shares — an estimated $1K sold.

D'Orazio & Associates first reported a position in USHY in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 200 funds tracked by Wall St. Rank hold USHY as of Q3 2020.

  • D'Orazio & Associates reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • D'Orazio & Associates sold 33 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2020, an estimated $1K.
  • D'Orazio & Associates first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2020 and held it in 1 quarter.
  • D'Orazio & Associates's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1K in Q2 2020.
  • 200 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2020.

Based on D'Orazio & Associates's 13F filing for Q3 2020, filed 19 Oct 2020.