Sheaff Brock Investment Advisors’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio DHY Stock Details DHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$42.4K	Buy	20,000 +5,000	+33%	+$10.7K	﹤0.01%	448
2024 Q4	$32.1K	Hold	15,000	–	–	﹤0.01%	450
2024 Q3	$34K	Hold	15,000	–	–	﹤0.01%	453
2024 Q2	$30.3K	Hold	15,000	–	–	﹤0.01%	446
2024 Q1	$30.3K	Hold	15,000	–	–	﹤0.01%	504
2023 Q4	$29.7K	Hold	15,000	–	–	﹤0.01%	476
2023 Q3	$28.2K	Hold	15,000	–	–	﹤0.01%	453
2023 Q2	$28.4K	Hold	15,000	–	–	﹤0.01%	486
2023 Q1	$28.4K	Hold	15,000	–	–	﹤0.01%	510
2022 Q4	$26.4K	Buy	15,000 +3,000	+25%	+$5.5K	﹤0.01%	500
2022 Q3	$21K	Hold	12,000	–	–	﹤0.01%	490
2022 Q2	$23K	Hold	12,000	–	–	﹤0.01%	495
2022 Q1	$26K	Hold	12,000	–	–	﹤0.01%	535
2021 Q4	$30K	Hold	12,000	–	–	﹤0.01%	541
2021 Q3	$30K	Buy	+12,000	New	+$30.1K	﹤0.01%	546
2020 Q1	–	Sell	-10,566	Closed	-$26K	–	430
2019 Q4	$26K	Hold	10,566	–	–	﹤0.01%	471
2019 Q3	$27K	Hold	10,566	–	–	﹤0.01%	460
2019 Q2	$26K	Hold	10,566	–	–	﹤0.01%	484
2019 Q1	$26K	Hold	10,566	–	–	﹤0.01%	501
2018 Q4	$23K	Sell	10,566 -20,722	-66%	-$49K	﹤0.01%	467
2018 Q3	$82K	Sell	31,288 -75,225	-71%	-$197K	0.01%	499
2018 Q2	$282K	Hold	106,513	–	–	0.03%	377
2018 Q1	$283K	Buy	106,513 +19,443	+22%	+$53.3K	0.03%	369
2017 Q4	$247K	Sell	87,070 -1,413	-2%	-$4K	0.03%	398
2017 Q3	$255K	Sell	88,483 -5,000	-5%	-$14.3K	0.03%	403
2017 Q2	$265K	Buy	93,483 +13	+0%	+$36	0.03%	417
2017 Q1	$250K	Sell	93,470 -8,486	-8%	-$23K	0.03%	443
2016 Q4	$272K	Buy	101,956 +9	+0%	+$22	0.03%	436
2016 Q3	$263K	Hold	101,947	–	–	0.04%	392
2016 Q2	$246K	Sell	101,947 -9,746	-9%	-$22.8K	0.03%	427
2016 Q1	$251K	Buy	111,693 +3,000	+3%	+$6.38K	0.03%	429
2015 Q4	$248K	Buy	+108,693	New	+$252K	0.03%	462

Other funds holding DHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Sheaff Brock Investment Advisors's DHY Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Credit Suisse High Yield Credit Fund (DHY) stake by 33% in Q1 2025, buying an estimated $10.7K and bringing the position to 20,000 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Sheaff Brock Investment Advisors first reported a position in DHY in Q4 2015 and has held it in 32 quarters since. The position peaked at $283K in Q1 2018. 66 funds tracked by Wall St. Rank hold DHY as of Q1 2025.

Sheaff Brock Investment Advisors held 20,000 shares of Credit Suisse High Yield Credit Fund worth $42.4K as of Q1 2025.
Sheaff Brock Investment Advisors bought 5,000 Credit Suisse High Yield Credit Fund shares in Q1 2025, an estimated $10.7K.
Credit Suisse High Yield Credit Fund made up ﹤0.01% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #448 holding.
Sheaff Brock Investment Advisors first reported a position in Credit Suisse High Yield Credit Fund in Q4 2015 and has held it in 32 quarters since.
Sheaff Brock Investment Advisors's Credit Suisse High Yield Credit Fund position peaked at $283K in Q1 2018.
66 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.