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Valmark Advisers’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Valmark Advisers’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
Q3 		– Sell
-5,950
Closed -$248K – 413
2021
Q2 		$248K Sell
5,950
-288
-5% -$11.9K ﹤0.01% 356
2021
Q1 		$257K Buy
6,238
+1,292
+26% +$53.2K 0.01% 338
2020
Q4 		$204K Buy
+4,946
New +$199K ﹤0.01% 336

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Valmark Advisers's USHY Position: Q3 2021 in Review

Valmark Advisers sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2021, closing a stake of 5,950 shares — an estimated $248K sold.

Valmark Advisers first reported a position in USHY in Q4 2020 and held it in 3 quarters. The position peaked at $257K in Q1 2021. 323 funds tracked by Wall St. Rank hold USHY as of Q3 2021.

  • Valmark Advisers reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Valmark Advisers sold 5,950 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2021, an estimated $248K.
  • Valmark Advisers first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
  • Valmark Advisers's iShares Broad USD High Yield Corporate Bond ETF position peaked at $257K in Q1 2021.
  • 323 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2021.

Based on Valmark Advisers's 13F filing for Q3 2021, filed 9 Nov 2021.