Pinnacle Advisory Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Pinnacle Advisory 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 Q1	$624K	Buy	15,160 +5,472	+56%	+$225K	0.03%	140
2020 Q4	$400K	Buy	9,688 +768	+9%	+$31K	0.02%	139
2020 Q3	$352K	Buy	8,920 +489	+6%	+$19.3K	0.02%	133
2020 Q2	$322K	Buy	8,431 +142	+2%	+$5.3K	0.02%	141
2020 Q1	$294K	Buy	8,289 +62	+0.8%	+$2.45K	0.03%	131
2019 Q4	$338K	Buy	8,227 +981	+14%	+$39.9K	0.02%	136
2019 Q3	$297K	Buy	7,246 +481	+7%	+$19.6K	0.02%	137
2019 Q2	$277K	Buy	6,765 +199	+3%	+$8.07K	0.02%	141
2019 Q1	$266K	Buy	+6,566	New	+$262K	0.02%	141

Other funds holding USHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Pinnacle Advisory Group's USHY Position: Q1 2021 in Review

Pinnacle Advisory Group increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 56% in Q1 2021, buying an estimated $225K and bringing the position to 15,160 shares worth $624K. The position accounts for 0.03% of the portfolio, ranked #140.

Pinnacle Advisory Group first reported a position in USHY in Q1 2019 and has held it in 9 quarters since. 286 funds tracked by Wall St. Rank hold USHY as of Q1 2021.

Pinnacle Advisory Group held 15,160 shares of iShares Broad USD High Yield Corporate Bond ETF worth $624K as of Q1 2021.
Pinnacle Advisory Group bought 5,472 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2021, an estimated $225K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.03% of Pinnacle Advisory Group's portfolio in Q1 2021, its #140 holding.
Pinnacle Advisory Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2019 and has held it in 9 quarters since.
286 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.