Atticus Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Atticus Wealth Management’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	-55	Closed	-$2.01K	–	569
2024 Q1	$2.01K	Sell	55 -18	-25%	-$654	﹤0.01%	479
2023 Q4	$2.65K	Hold	73	–	–	﹤0.01%	471
2023 Q3	$2.53K	Hold	73	–	–	﹤0.01%	486
2023 Q2	$2.58K	Hold	73	–	–	﹤0.01%	478
2023 Q1	$2.6K	Hold	73	–	–	﹤0.01%	460
2022 Q4	$2.52K	Sell	73 -1,131	-94%	-$39.1K	﹤0.01%	454
2022 Q3	$42K	Hold	1,204	–	–	0.02%	254
2022 Q2	$42K	Sell	1,204 -3,130	-72%	-$115K	0.02%	276
2022 Q1	$168K	Buy	+4,334	New	+$171K	0.06%	158
2021 Q4	–	Sell	-350	Closed	-$15K	–	493
2021 Q3	$15K	Buy	+350	New	+$14.5K	0.01%	332

Other funds holding USHY

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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 $5.29B AUM 8.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

OPAM

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

Atticus Wealth Management's USHY Position: Q2 2024 in Review

Atticus Wealth Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2024, closing a stake of 55 shares — an estimated $2.01K sold.

Atticus Wealth Management first reported a position in USHY in Q3 2021 and held it in 10 quarters. The position peaked at $168K in Q1 2022. 471 funds tracked by Wall St. Rank hold USHY as of Q2 2024.

Atticus Wealth Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Atticus Wealth Management sold 55 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2024, an estimated $2.01K.
Atticus Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2021 and held it in 10 quarters.
Atticus Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $168K in Q1 2022.
471 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2024.

Based on Atticus Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.