TRUE Private Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

TRUE Private Wealth Advisors’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	-261	Closed	-$10K	–	676
2020 Q4	$10K	Hold	261	–	–	﹤0.01%	538
2020 Q3	$10K	Hold	261	–	–	﹤0.01%	504
2020 Q2	$9K	Hold	261	–	–	﹤0.01%	511
2020 Q1	$9K	Buy	261 +210	+412%	+$8.3K	﹤0.01%	474
2019 Q4	$2K	Buy	+51	New	+$2.08K	﹤0.01%	754

Other funds holding USHY

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

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

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

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

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

TRUE Private Wealth Advisors's USHY Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2021, closing a stake of 261 shares — an estimated $10K sold.

TRUE Private Wealth Advisors first reported a position in USHY in Q4 2019 and held it in 5 quarters. The position peaked at $10K in Q4 2020. 286 funds tracked by Wall St. Rank hold USHY as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 261 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2021, an estimated $10K.
TRUE Private Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2019 and held it in 5 quarters.
TRUE Private Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $10K 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 TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.