Baystate Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Baystate 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
2022 Q3	–	Sell	-752	Closed	-$26K	–	942
2022 Q2	$26K	Hold	752	–	–	﹤0.01%	420
2022 Q1	$29K	Buy	752 +548	+269%	+$21.7K	﹤0.01%	400
2021 Q4	$8K	Buy	204 +4	+2%	+$164	﹤0.01%	603
2021 Q3	$8K	Buy	+200	New	+$8.31K	﹤0.01%	556
2020 Q1	–	Sell	-59	Closed	-$2K	–	686
2019 Q4	$2K	Buy	59 +1	+2%	+$41	﹤0.01%	544
2019 Q3	$2K	Buy	+58	New	+$2.37K	﹤0.01%	496

Other funds holding USHY

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJA

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Baystate Wealth Management's USHY Position: Q3 2022 in Review

Baystate Wealth Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2022, closing a stake of 752 shares — an estimated $26K sold.

Baystate Wealth Management first reported a position in USHY in Q3 2019 and held it in 6 quarters. The position peaked at $29K in Q1 2022. 345 funds tracked by Wall St. Rank hold USHY as of Q3 2022.

Baystate Wealth Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Baystate Wealth Management sold 752 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2022, an estimated $26K.
Baystate Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2019 and held it in 6 quarters.
Baystate Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $29K in Q1 2022.
345 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2022.

Based on Baystate Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.