RPWA
USHY icon

Regent Peak Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Regent Peak Wealth Advisors’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 		– Sell
-5
Closed – – 942
2020
Q4 		$0 Buy
+5
New +$202 ﹤0.01% 1131

Other funds holding USHY

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $2.86B AUM 12.86% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Regent Peak Wealth Advisors's USHY Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2021, closing a stake of 5 shares.

Regent Peak Wealth Advisors first reported a position in USHY in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 286 funds tracked by Wall St. Rank hold USHY as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 5 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2021.
  • Regent Peak Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $0 in Q4 2020.
  • 286 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.