Ladenburg Thalmann Financial Services’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Ladenburg Thalmann Financial Services’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	$2.4M	Buy	58,909 +46,027	+357%	+$1.87M	0.02%	771
2019 Q3	$528K	Sell	12,882 -97,158	-88%	-$3.96M	﹤0.01%	1722
2019 Q2	$4.5M	Buy	110,040 +62,066	+129%	+$2.52M	0.03%	477
2019 Q1	$1.95M	Buy	47,974 +45,606	+1,926%	+$1.82M	0.01%	790
2018 Q4	$90K	Sell	2,368 -1,334	-36%	-$52.6K	﹤0.01%	2827
2018 Q3	$151K	Buy	+3,702	New	+$150K	﹤0.01%	2523

Other funds holding USHY

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ladenburg Thalmann Financial Services's USHY Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 357% in Q4 2019, buying an estimated $1.87M and bringing the position to 58,909 shares worth $2.4M. The position accounts for 0.02% of the portfolio, ranked #771.

Ladenburg Thalmann Financial Services first reported a position in USHY in Q3 2018 and has held it in 6 quarters since. The position peaked at $4.5M in Q2 2019. 130 funds tracked by Wall St. Rank hold USHY as of Q4 2019.

Ladenburg Thalmann Financial Services held 58,909 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2.4M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 46,027 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2019, an estimated $1.87M.
iShares Broad USD High Yield Corporate Bond ETF made up 0.02% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #771 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2018 and has held it in 6 quarters since.
Ladenburg Thalmann Financial Services's iShares Broad USD High Yield Corporate Bond ETF position peaked at $4.5M in Q2 2019.
130 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.