Visionary Asset Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Visionary Asset Management’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
2018 Q4	–	Sell	-49,640	Closed	-$2.02M	–	273
2018 Q3	$2.02M	Buy	+49,640	New	+$2.02M	0.65%	66

Other funds holding USHY

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

EWA

ERTS Wealth Advisors Marquette, Michigan $341M AUM 11.75% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Visionary Asset Management's USHY Position: Q4 2018 in Review

Visionary Asset Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2018, closing a stake of 49,640 shares — an estimated $2.02M sold.

Visionary Asset Management first reported a position in USHY in Q3 2018 and held it in 1 quarter. The position peaked at $2.02M in Q3 2018. 22 funds tracked by Wall St. Rank hold USHY as of Q4 2018.

Visionary Asset Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Visionary Asset Management sold 49,640 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2018, an estimated $2.02M.
Visionary Asset Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2018 and held it in 1 quarter.
Visionary Asset Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $2.02M in Q3 2018.
22 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.