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Roble Belko & Company’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Roble Belko & Company’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
-6,503
Closed -$268K – 347
2020
Q4 		$268K Hold
6,503
– – 0.07% 73
2020
Q3 		$257K Buy
+6,503
New +$257K 0.08% 75

Other funds holding USHY

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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

Roble Belko & Company's USHY Position: Q1 2021 in Review

Roble Belko & Company sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2021, closing a stake of 6,503 shares — an estimated $268K sold.

Roble Belko & Company first reported a position in USHY in Q3 2020 and held it in 2 quarters. The position peaked at $268K in Q4 2020. 286 funds tracked by Wall St. Rank hold USHY as of Q1 2021.

  • Roble Belko & Company reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Roble Belko & Company sold 6,503 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2021, an estimated $268K.
  • Roble Belko & Company first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2020 and held it in 2 quarters.
  • Roble Belko & Company's iShares Broad USD High Yield Corporate Bond ETF position peaked at $268K 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 Roble Belko & Company's 13F filing for Q1 2021, filed 12 May 2021.