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Principle Wealth Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Principle Wealth Partners’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
Q3 		– Sell
-76
Closed -$3K – 408
2020
Q2 		$3K Buy
+76
New +$2.84K ﹤0.01% 452

Other funds holding USHY

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

Principle Wealth Partners's USHY Position: Q3 2020 in Review

Principle Wealth Partners sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2020, closing a stake of 76 shares — an estimated $3K sold.

Principle Wealth Partners first reported a position in USHY in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 200 funds tracked by Wall St. Rank hold USHY as of Q3 2020.

  • Principle Wealth Partners reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 76 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2020, an estimated $3K.
  • Principle Wealth Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $3K in Q2 2020.
  • 200 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.