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Spectrum Asset Management (California)’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Spectrum Asset Management (California)’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
Q4 		– Sell
-6,080
Closed -$252K – 130
2021
Q3 		$252K Buy
+6,080
New +$253K 0.08% 107

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RJA
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Wells Fargo
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TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Spectrum Asset Management (California)'s USHY Position: Q4 2021 in Review

Spectrum Asset Management (California) sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2021, closing a stake of 6,080 shares — an estimated $252K sold.

Spectrum Asset Management (California) first reported a position in USHY in Q3 2021 and held it in 1 quarter. The position peaked at $252K in Q3 2021. 359 funds tracked by Wall St. Rank hold USHY as of Q4 2021.

  • Spectrum Asset Management (California) reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Spectrum Asset Management (California) sold 6,080 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2021, an estimated $252K.
  • Spectrum Asset Management (California) first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
  • Spectrum Asset Management (California)'s iShares Broad USD High Yield Corporate Bond ETF position peaked at $252K in Q3 2021.
  • 359 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2021.

Based on Spectrum Asset Management (California)'s 13F filing for Q4 2021, filed 14 Feb 2022.