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Authentikos Wealth Advisory’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-15
Closed -$521 – 564
2023
Q3 		$521 Buy
+15
New +$527 ﹤0.01% 563

Other funds holding USHY

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

Authentikos Wealth Advisory's USHY Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2023, closing a stake of 15 shares — an estimated $521 sold.

Authentikos Wealth Advisory first reported a position in USHY in Q3 2023 and held it in 1 quarter. The position peaked at $521 in Q3 2023. 449 funds tracked by Wall St. Rank hold USHY as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 15 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2023, an estimated $521.
  • Authentikos Wealth Advisory first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's iShares Broad USD High Yield Corporate Bond ETF position peaked at $521 in Q3 2023.
  • 449 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.