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Interchange Capital Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Interchange Capital Partners’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
Q2 		– Sell
-7,746
Closed -$320K – 215
2021
Q1 		$320K Sell
7,746
-1,242
-14% -$51.1K 0.17% 164
2020
Q4 		$370K Buy
+8,988
New +$363K 0.2% 132

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RJA
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Wells Fargo
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TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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 $1.57B AUM 15.23% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Interchange Capital Partners's USHY Position: Q2 2021 in Review

Interchange Capital Partners sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2021, closing a stake of 7,746 shares — an estimated $320K sold.

Interchange Capital Partners first reported a position in USHY in Q4 2020 and held it in 2 quarters. The position peaked at $370K in Q4 2020. 315 funds tracked by Wall St. Rank hold USHY as of Q2 2021.

  • Interchange Capital Partners reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 7,746 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2021, an estimated $320K.
  • Interchange Capital Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Interchange Capital Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $370K in Q4 2020.
  • 315 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2021.

Based on Interchange Capital Partners's 13F filing for Q2 2021, filed 16 Aug 2021.