Baldrige Asset Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Baldrige Asset 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
2023 Q1	$373K	Buy	10,488 +829	+9%	+$29.2K	0.15%	80
2022 Q4	$334K	Buy	9,659 +1,034	+12%	+$35.7K	0.15%	83
2022 Q3	$290K	Buy	8,625 +417	+5%	+$14.8K	0.14%	90
2022 Q2	$284K	Sell	8,208 -1,283	-14%	-$47K	0.13%	92
2022 Q1	$369K	Buy	9,491 +6,250	+193%	+$247K	0.15%	87
2021 Q4	$133K	Buy	3,241 +2,680	+478%	+$110K	0.05%	125
2021 Q3	$23K	Buy	561 +76	+16%	+$3.16K	0.01%	224
2021 Q2	$20K	Buy	+485	New	+$20K	0.01%	240

Other funds holding USHY

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $4.81B AUM 4.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Baldrige Asset Management's USHY Position: Q1 2023 in Review

Baldrige Asset Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 8.6% in Q1 2023, buying an estimated $29.2K and bringing the position to 10,488 shares worth $373K. The position accounts for 0.15% of the portfolio, ranked #80.

Baldrige Asset Management first reported a position in USHY in Q2 2021 and has held it in 8 quarters since. 391 funds tracked by Wall St. Rank hold USHY as of Q1 2023.

Baldrige Asset Management held 10,488 shares of iShares Broad USD High Yield Corporate Bond ETF worth $373K as of Q1 2023.
Baldrige Asset Management bought 829 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2023, an estimated $29.2K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.15% of Baldrige Asset Management's portfolio in Q1 2023, its #80 holding.
Baldrige Asset Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2021 and has held it in 8 quarters since.
391 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.