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Lee Financial’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Lee Financial’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
Q2 		– Sell
-94
Closed -$4K – 540
2019
Q1 		$4K Buy
+94
New +$3.75K ﹤0.01% 434

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 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
EWA
ERTS Wealth Advisors Marquette, Michigan $314M AUM 10.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lee Financial's USHY Position: Q2 2019 in Review

Lee Financial sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2019, closing a stake of 94 shares — an estimated $4K sold.

Lee Financial first reported a position in USHY in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 68 funds tracked by Wall St. Rank hold USHY as of Q2 2019.

  • Lee Financial reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Lee Financial sold 94 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2019, an estimated $4K.
  • Lee Financial first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2019 and held it in 1 quarter.
  • Lee Financial's iShares Broad USD High Yield Corporate Bond ETF position peaked at $4K in Q1 2019.
  • 68 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2019.

Based on Lee Financial's 13F filing for Q2 2019, filed 30 Jul 2019.