Squar Milner Financial Services’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Squar Milner Financial 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
2020 Q2	–	Sell	-402	Closed	-$14K	–	691
2020 Q1	$14K	Sell	402 -9	-2%	-$356	0.01%	516
2019 Q4	$16K	Buy	+411	New	+$16.7K	0.01%	547
2019 Q3	–	Sell	-402	Closed	-$16K	–	686
2019 Q2	$16K	Hold	402	–	–	0.01%	483
2019 Q1	$16K	Sell	402 -60	-13%	-$2.39K	0.01%	457
2018 Q4	$18K	Hold	462	–	–	0.02%	406
2018 Q3	$19K	Hold	462	–	–	0.02%	419
2018 Q2	$19K	Buy	+462	New	+$18.8K	0.02%	489

Other funds holding USHY

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Squar Milner Financial Services's USHY Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2020, closing a stake of 402 shares — an estimated $14K sold.

Squar Milner Financial Services first reported a position in USHY in Q2 2018 and held it in 7 quarters. The position peaked at $19K in Q3 2018. 161 funds tracked by Wall St. Rank hold USHY as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 402 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2020, an estimated $14K.
Squar Milner Financial Services first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's iShares Broad USD High Yield Corporate Bond ETF position peaked at $19K in Q3 2018.
161 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.