Alaska Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Alaska Wealth Advisors’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
2024 Q4	–	Sell	-200	Closed	-$7.53K	–	103
2024 Q3	$7.53K	Sell	200 -1	-0.5%	-$37	﹤0.01%	109
2024 Q2	$7.29K	Sell	201 -11	-5%	-$398	﹤0.01%	103
2024 Q1	$7.76K	Sell	212 -65	-23%	-$2.36K	﹤0.01%	99
2023 Q4	$10.1K	Sell	277 -77	-22%	-$2.7K	﹤0.01%	102
2023 Q3	$12.3K	Sell	354 -145	-29%	-$5.09K	﹤0.01%	97
2023 Q2	$17.6K	Sell	499 -3	-0.6%	-$105	﹤0.01%	96
2023 Q1	$17.8K	Buy	+502	New	+$17.7K	﹤0.01%	85

Other funds holding USHY

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Alaska Wealth Advisors's USHY Position: Q4 2024 in Review

Alaska Wealth Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2024, closing a stake of 200 shares — an estimated $7.53K sold.

Alaska Wealth Advisors first reported a position in USHY in Q1 2023 and held it in 7 quarters. The position peaked at $17.8K in Q1 2023. 547 funds tracked by Wall St. Rank hold USHY as of Q4 2024.

Alaska Wealth Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Alaska Wealth Advisors sold 200 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2024, an estimated $7.53K.
Alaska Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2023 and held it in 7 quarters.
Alaska Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $17.8K in Q1 2023.
547 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2024.

Based on Alaska Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.