WLPWM
USHY icon

Walled Lake Planning & Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Walled Lake Planning & Wealth 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
2020
Q2 		– Sell
-2
Closed – – 368
2020
Q1 		$0 Buy
+2
New +$79 ﹤0.01% 361

Other funds holding USHY

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
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

Walled Lake Planning & Wealth Management's USHY Position: Q2 2020 in Review

Walled Lake Planning & Wealth Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2020, closing a stake of 2 shares.

Walled Lake Planning & Wealth Management first reported a position in USHY in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 161 funds tracked by Wall St. Rank hold USHY as of Q2 2020.

  • Walled Lake Planning & Wealth Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 2 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2020.
  • Walled Lake Planning & Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $0 in Q1 2020.
  • 161 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2020, filed 18 Aug 2020.