Accel Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Accel 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
2023 Q2	–	Sell	-1,116	Closed	-$39.7K	–	829
2023 Q1	$39.7K	Hold	1,116	–	–	0.02%	534
2022 Q4	$38.5K	Sell	1,116 -14	-1%	-$484	0.02%	401
2022 Q3	$39K	Buy	1,130 +369	+48%	+$13.1K	0.02%	422
2022 Q2	$27K	Hold	761	–	–	0.02%	473
2022 Q1	$29K	Hold	761	–	–	0.02%	477
2021 Q4	$31K	Hold	761	–	–	0.02%	477
2021 Q3	$32K	Hold	761	–	–	0.02%	407
2021 Q2	$32K	Hold	761	–	–	0.02%	427
2021 Q1	$31K	Buy	761 +673	+765%	+$27.7K	0.03%	411
2020 Q4	$4K	Buy	+88	New	+$3.55K	﹤0.01%	744

Other funds holding USHY

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $3.12B AUM 14.06% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Accel Wealth Management's USHY Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2023, closing a stake of 1,116 shares — an estimated $39.7K sold.

Accel Wealth Management first reported a position in USHY in Q4 2020 and held it in 10 quarters. The position peaked at $39.7K in Q1 2023. 389 funds tracked by Wall St. Rank hold USHY as of Q2 2023.

Accel Wealth Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,116 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2023, an estimated $39.7K.
Accel Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $39.7K in Q1 2023.
389 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.