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Smart Money Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Smart Money Group’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
Q4 		– Sell
-7,492
Closed -$296K – 85
2020
Q3 		$296K Buy
+7,492
New +$296K 0.13% 81

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Smart Money Group's USHY Position: Q4 2020 in Review

Smart Money Group sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2020, closing a stake of 7,492 shares — an estimated $296K sold.

Smart Money Group first reported a position in USHY in Q3 2020 and held it in 1 quarter. The position peaked at $296K in Q3 2020. 253 funds tracked by Wall St. Rank hold USHY as of Q4 2020.

  • Smart Money Group reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Smart Money Group sold 7,492 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2020, an estimated $296K.
  • Smart Money Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2020 and held it in 1 quarter.
  • Smart Money Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $296K in Q3 2020.
  • 253 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2020.

Based on Smart Money Group's 13F filing for Q4 2020, filed 27 Jan 2021.