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Jeppson Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Jeppson Wealth 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
2020
Q4 		– Sell
-1,200
Closed -$47K – 433
2020
Q3 		$47K Buy
+1,200
New +$47.4K 0.04% 228

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Jeppson Wealth Management's USHY Position: Q4 2020 in Review

Jeppson Wealth Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2020, closing a stake of 1,200 shares — an estimated $47K sold.

Jeppson Wealth Management first reported a position in USHY in Q3 2020 and held it in 1 quarter. The position peaked at $47K in Q3 2020. 253 funds tracked by Wall St. Rank hold USHY as of Q4 2020.

  • Jeppson Wealth Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,200 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2020, an estimated $47K.
  • Jeppson Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $47K in Q3 2020.
  • 253 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.