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Alera Investment Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Alera Investment 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
Q3 		$3.62M Buy
96,115
+1,149
+1% +$42.5K 0.43% 37
2024
Q2 		$3.45M Buy
+94,966
New +$3.43M 0.41% 39

Other funds holding USHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Alera Investment Advisors's USHY Position: Q3 2024 in Review

Alera Investment Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 1.2% in Q3 2024, buying an estimated $42.5K and bringing the position to 96,115 shares worth $3.62M. The position accounts for 0.43% of the portfolio, ranked #37.

Alera Investment Advisors first reported a position in USHY in Q2 2024 and has held it in 2 quarters since. 500 funds tracked by Wall St. Rank hold USHY as of Q3 2024.

  • Alera Investment Advisors held 96,115 shares of iShares Broad USD High Yield Corporate Bond ETF worth $3.62M as of Q3 2024.
  • Alera Investment Advisors bought 1,149 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2024, an estimated $42.5K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.43% of Alera Investment Advisors's portfolio in Q3 2024, its #37 holding.
  • Alera Investment Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 500 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.