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Atlantic Private Wealth’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Atlantic Private Wealth’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
Q2 		– Sell
-717
Closed -$26.2K – 115
2024
Q1 		$26.2K Buy
+717
New +$26.1K 0.02% 75

Other funds holding USHY

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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 $4.81B AUM 4.62% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Atlantic Private Wealth's USHY Position: Q2 2024 in Review

Atlantic Private Wealth sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2024, closing a stake of 717 shares — an estimated $26.2K sold.

Atlantic Private Wealth first reported a position in USHY in Q1 2024 and held it in 1 quarter. The position peaked at $26.2K in Q1 2024. 470 funds tracked by Wall St. Rank hold USHY as of Q2 2024.

  • Atlantic Private Wealth reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Atlantic Private Wealth sold 717 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2024, an estimated $26.2K.
  • Atlantic Private Wealth first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Atlantic Private Wealth's iShares Broad USD High Yield Corporate Bond ETF position peaked at $26.2K in Q1 2024.
  • 470 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2024.

Based on Atlantic Private Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.