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Garrett Wealth Advisory Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-333
Closed -$13.6K – 608
2019
Q3 		$13.6K Buy
+333
New +$13.6K 0.01% 247

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Garrett Wealth Advisory Group's USHY Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2019, closing a stake of 333 shares — an estimated $13.6K sold.

Garrett Wealth Advisory Group first reported a position in USHY in Q3 2019 and held it in 1 quarter. The position peaked at $13.6K in Q3 2019. 130 funds tracked by Wall St. Rank hold USHY as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 333 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2019, an estimated $13.6K.
  • Garrett Wealth Advisory Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $13.6K in Q3 2019.
  • 130 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.