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

BDO 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 Q2	$503K	Buy	+14,240	New	+$499K	0.06%	174
2022 Q1	–	Sell	-39	Closed	-$2K	–	1143
2021 Q4	$2K	Buy	+39	New	+$1.6K	﹤0.01%	961
2021 Q2	–	Sell	-3	Closed	–	–	1210
2021 Q1	$0	Buy	+3	New	+$123	﹤0.01%	1271

Other funds holding USHY

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

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

TAIM

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

AHSSHC

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

APF

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

BDO Wealth Advisors's USHY Position: Q2 2023 in Review

BDO Wealth Advisors opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2023: 14,240 shares worth $503K. The stake represents 0.06% of the portfolio and ranks #174 among its holdings. This is a return to the name: BDO Wealth Advisors previously reported a position in USHY as recently as Q4 2021.

BDO Wealth Advisors first reported a position in USHY in Q1 2021 and has held it in 3 quarters since. 390 funds tracked by Wall St. Rank hold USHY as of Q2 2023.

BDO Wealth Advisors held 14,240 shares of iShares Broad USD High Yield Corporate Bond ETF worth $503K as of Q2 2023.
iShares Broad USD High Yield Corporate Bond ETF was a new BDO Wealth Advisors position in Q2 2023.
iShares Broad USD High Yield Corporate Bond ETF made up 0.06% of BDO Wealth Advisors's portfolio in Q2 2023, its #174 holding.
BDO Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2021 and has held it in 3 quarters since.
390 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.