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 $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

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