Redwood Investment Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Redwood Investment Management’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 Q2	–	Sell	-15,292	Closed	-$543K	–	277
2020 Q1	$543K	Sell	15,292 -185,238	-92%	-$7.32M	0.34%	120
2019 Q4	$8.24M	Buy	200,530 +8,736	+5%	+$356K	2.04%	4
2019 Q3	$7.85M	Sell	191,794 -17,723	-8%	-$723K	2.12%	4
2019 Q2	$8.58M	Buy	+209,517	New	+$8.49M	2.4%	4

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 $445B AUM 25.58% 1-Year Est. Return

RJA

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

APF

Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Redwood Investment Management's USHY Position: Q2 2020 in Review

Redwood Investment Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2020, closing a stake of 15,292 shares — an estimated $543K sold.

Redwood Investment Management first reported a position in USHY in Q2 2019 and held it in 4 quarters. The position peaked at $8.58M in Q2 2019. 161 funds tracked by Wall St. Rank hold USHY as of Q2 2020.

Redwood Investment Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Redwood Investment Management sold 15,292 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2020, an estimated $543K.
Redwood Investment Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2019 and held it in 4 quarters.
Redwood Investment Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $8.58M in Q2 2019.
161 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2020.

Based on Redwood Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.