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B. Riley Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

B. Riley Wealth 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
2023
Q1 		– Sell
-6,315
Closed -$218K – 1619
2022
Q4 		$218K Sell
6,315
-741
-11% -$25.6K 0.01% 1208
2022
Q3 		$238K Buy
7,056
+997
+16% +$35.4K 0.01% 1142
2022
Q2 		$211K Buy
6,059
+851
+16% +$31.2K 0.01% 1026
2022
Q1 		$204K Sell
5,208
-10,873
-68% -$430K 0.01% 1207
2021
Q4 		$663K Buy
16,081
+5,184
+48% +$213K 0.02% 681
2021
Q3 		$453K Buy
10,897
+750
+7% +$31.2K 0.01% 825
2021
Q2 		$425K Buy
10,147
+968
+11% +$40K 0.01% 850
2021
Q1 		$379K Sell
9,179
-294
-3% -$12.1K 0.01% 870
2020
Q4 		$391K Sell
9,473
-2,640
-22% -$106K 0.02% 618
2020
Q3 		$479K Buy
+12,113
New +$478K 0.03% 546
2020
Q2 		– Sell
-39,136
Closed -$1.39M – 904
2020
Q1 		$1.39M Buy
+39,136
New +$1.55M 0.12% 178

Other funds holding USHY

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

B. Riley Wealth Advisors's USHY Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2023, closing a stake of 6,315 shares — an estimated $218K sold.

B. Riley Wealth Advisors first reported a position in USHY in Q1 2020 and held it in 11 quarters. The position peaked at $1.39M in Q1 2020. 391 funds tracked by Wall St. Rank hold USHY as of Q1 2023.

  • B. Riley Wealth Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,315 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2023, an estimated $218K.
  • B. Riley Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2020 and held it in 11 quarters.
  • B. Riley Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.39M in Q1 2020.
  • 391 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.