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

WealthOne’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
-8,049
Closed -$286K – 103
2020
Q1 		$286K Buy
+8,049
New +$318K 0.22% 65

Other funds holding USHY

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.51B AUM 22.23% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

WealthOne's USHY Position: Q2 2020 in Review

WealthOne sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2020, closing a stake of 8,049 shares — an estimated $286K sold.

WealthOne first reported a position in USHY in Q1 2020 and held it in 1 quarter. The position peaked at $286K in Q1 2020. 161 funds tracked by Wall St. Rank hold USHY as of Q2 2020.

  • WealthOne reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • WealthOne sold 8,049 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2020, an estimated $286K.
  • WealthOne first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • WealthOne's iShares Broad USD High Yield Corporate Bond ETF position peaked at $286K 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 WealthOne's 13F filing for Q2 2020, filed 6 Aug 2020.