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

OTA Financial 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
2021 Q2	–	Sell	-34,820	Closed	-$1.43M	–	107
2021 Q1	$1.43M	Sell	34,820 -16,377	-32%	-$674K	1.15%	17
2020 Q4	$2.11M	Buy	51,197 +7,067	+16%	+$285K	1.4%	12
2020 Q3	$1.74M	Buy	44,130 +24,720	+127%	+$976K	1.61%	15
2020 Q2	$741K	Buy	+19,410	New	+$725K	0.84%	25

Other funds holding USHY

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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 New York $235B AUM 32.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OTA Financial Group's USHY Position: Q2 2021 in Review

OTA Financial Group sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2021, closing a stake of 34,820 shares — an estimated $1.43M sold.

OTA Financial Group first reported a position in USHY in Q2 2020 and held it in 4 quarters. The position peaked at $2.11M in Q4 2020. 315 funds tracked by Wall St. Rank hold USHY as of Q2 2021.

OTA Financial Group reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
OTA Financial Group sold 34,820 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2021, an estimated $1.43M.
OTA Financial Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2020 and held it in 4 quarters.
OTA Financial Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $2.11M 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 OTA Financial Group's 13F filing for Q2 2021, filed 28 Jul 2021.