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Rowland Carmichael Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Rowland Carmichael 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
2020
Q2 		– Sell
-12,204
Closed -$433K – 366
2020
Q1 		$433K Buy
12,204
+814
+7% +$32.2K 0.22% 126
2019
Q4 		$468K Buy
+11,390
New +$464K 0.16% 155

Other funds holding USHY

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Rowland Carmichael Advisors's USHY Position: Q2 2020 in Review

Rowland Carmichael Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2020, closing a stake of 12,204 shares — an estimated $433K sold.

Rowland Carmichael Advisors first reported a position in USHY in Q4 2019 and held it in 2 quarters. The position peaked at $468K in Q4 2019. 161 funds tracked by Wall St. Rank hold USHY as of Q2 2020.

  • Rowland Carmichael Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 12,204 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2020, an estimated $433K.
  • Rowland Carmichael Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
  • Rowland Carmichael Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $468K in Q4 2019.
  • 161 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2020, filed 4 Aug 2020.