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Annapolis Financial Services’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Annapolis Financial Services’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
2022
Q4 		– Sell
-89
Closed -$3K – 531
2022
Q3 		$3K Hold
89
– – ﹤0.01% 446
2022
Q2 		$3K Hold
89
– – ﹤0.01% 377
2022
Q1 		$3K Hold
89
– – ﹤0.01% 394
2021
Q4 		$4K Hold
89
– – ﹤0.01% 378
2021
Q3 		$4K Hold
89
– – ﹤0.01% 365
2021
Q2 		$4K Sell
89
-416
-82% -$17.2K ﹤0.01% 347
2021
Q1 		$21K Hold
505
– – 0.01% 205
2020
Q4 		$21K Buy
+505
New +$20.4K 0.01% 197

Other funds holding USHY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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 $2.86B AUM 12.86% 1-Year Est. Return

Annapolis Financial Services's USHY Position: Q4 2022 in Review

Annapolis Financial Services sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2022, closing a stake of 89 shares — an estimated $3K sold.

Annapolis Financial Services first reported a position in USHY in Q4 2020 and held it in 8 quarters. The position peaked at $21K in Q1 2021. 381 funds tracked by Wall St. Rank hold USHY as of Q4 2022.

  • Annapolis Financial Services reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 89 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2022, an estimated $3K.
  • Annapolis Financial Services first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
  • Annapolis Financial Services's iShares Broad USD High Yield Corporate Bond ETF position peaked at $21K in Q1 2021.
  • 381 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.