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Baldwin Wealth Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Baldwin Wealth Partners’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
Q1 		– Sell
-333
Closed -$12.1K – 736
2023
Q4 		$12.1K Buy
+333
New +$11.7K ﹤0.01% 556
2023
Q2 		– Sell
-700
Closed -$24.9K – 798
2023
Q1 		$24.9K Buy
+700
New +$24.6K ﹤0.01% 523

Other funds holding USHY

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Baldwin Wealth Partners's USHY Position: Q1 2024 in Review

Baldwin Wealth Partners sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2024, closing a stake of 333 shares — an estimated $12.1K sold.

Baldwin Wealth Partners first reported a position in USHY in Q1 2023 and held it in 2 quarters. The position peaked at $24.9K in Q1 2023. 453 funds tracked by Wall St. Rank hold USHY as of Q1 2024.

  • Baldwin Wealth Partners reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 333 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2024, an estimated $12.1K.
  • Baldwin Wealth Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2023 and held it in 2 quarters.
  • Baldwin Wealth Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $24.9K in Q1 2023.
  • 453 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2024.

Based on Baldwin Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.