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Royal Fund Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Royal Fund 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
Q1 		– Sell
-41
Closed -$1K – 749
2019
Q4 		$1K Buy
+41
New +$1.67K ﹤0.01% 608
2019
Q3 		– Sell
-10
Closed – – 674
2019
Q2 		$0 Buy
+10
New +$405 ﹤0.01% 663

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Fund Management's USHY Position: Q1 2020 in Review

Royal Fund Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2020, closing a stake of 41 shares — an estimated $1K sold.

Royal Fund Management first reported a position in USHY in Q2 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 160 funds tracked by Wall St. Rank hold USHY as of Q1 2020.

  • Royal Fund Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Royal Fund Management sold 41 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2020, an estimated $1K.
  • Royal Fund Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2019 and held it in 2 quarters.
  • Royal Fund Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1K in Q4 2019.
  • 160 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2020.

Based on Royal Fund Management's 13F filing for Q1 2020, filed 8 May 2020.