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RMR Wealth Builders’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

RMR Wealth Builders’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
-29
Closed -$1K – 675
2021
Q1 		$1K Buy
+29
New +$1.19K ﹤0.01% 773

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
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
TF
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RMR Wealth Builders's USHY Position: Q2 2021 in Review

RMR Wealth Builders sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2021, closing a stake of 29 shares — an estimated $1K sold.

RMR Wealth Builders first reported a position in USHY in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 315 funds tracked by Wall St. Rank hold USHY as of Q2 2021.

  • RMR Wealth Builders reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 29 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2021, an estimated $1K.
  • RMR Wealth Builders first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1K in Q1 2021.
  • 315 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.