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Spectrum Planning & Advisory Services’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Spectrum Planning & Advisory Services’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
Q1 		– Sell
-5,332
Closed -$220K – 54
2020
Q4 		$220K Buy
+5,332
New +$215K 0.24% 42

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Spectrum Planning & Advisory Services's USHY Position: Q1 2021 in Review

Spectrum Planning & Advisory Services sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2021, closing a stake of 5,332 shares — an estimated $220K sold.

Spectrum Planning & Advisory Services first reported a position in USHY in Q4 2020 and held it in 1 quarter. The position peaked at $220K in Q4 2020. 286 funds tracked by Wall St. Rank hold USHY as of Q1 2021.

  • Spectrum Planning & Advisory Services reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Spectrum Planning & Advisory Services sold 5,332 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2021, an estimated $220K.
  • Spectrum Planning & Advisory Services first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Spectrum Planning & Advisory Services's iShares Broad USD High Yield Corporate Bond ETF position peaked at $220K in Q4 2020.
  • 286 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2021.

Based on Spectrum Planning & Advisory Services's 13F filing for Q1 2021, filed 27 Apr 2021.