Atlas Capital Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Atlas Capital 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
2022 Q2	–	Sell	-5,000	Closed	-$194K	–	1026
2022 Q1	$194K	Hold	5,000	–	–	0.03%	360
2021 Q4	$206K	Hold	5,000	–	–	0.03%	354
2021 Q3	$208K	Hold	5,000	–	–	0.03%	342
2021 Q2	$209K	Buy	+5,000	New	+$207K	0.03%	353

Other funds holding USHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Atlas Capital Advisors's USHY Position: Q2 2022 in Review

Atlas Capital Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2022, closing a stake of 5,000 shares — an estimated $194K sold.

Atlas Capital Advisors first reported a position in USHY in Q2 2021 and held it in 4 quarters. The position peaked at $209K in Q2 2021. 349 funds tracked by Wall St. Rank hold USHY as of Q2 2022.

Atlas Capital Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Atlas Capital Advisors sold 5,000 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2022, an estimated $194K.
Atlas Capital Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2021 and held it in 4 quarters.
Atlas Capital Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $209K in Q2 2021.
349 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2022.

Based on Atlas Capital Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.