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Beacon Financial Advisory’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Beacon Financial Advisory’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
2021
Q4 		– Sell
-4,833
Closed -$201K – 255
2021
Q3 		$201K Buy
+4,833
New +$201K 0.1% 225

Other funds holding USHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beacon Financial Advisory's USHY Position: Q4 2021 in Review

Beacon Financial Advisory sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2021, closing a stake of 4,833 shares — an estimated $201K sold.

Beacon Financial Advisory first reported a position in USHY in Q3 2021 and held it in 1 quarter. The position peaked at $201K in Q3 2021. 359 funds tracked by Wall St. Rank hold USHY as of Q4 2021.

  • Beacon Financial Advisory reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Beacon Financial Advisory sold 4,833 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2021, an estimated $201K.
  • Beacon Financial Advisory first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
  • Beacon Financial Advisory's iShares Broad USD High Yield Corporate Bond ETF position peaked at $201K in Q3 2021.
  • 359 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2021.

Based on Beacon Financial Advisory's 13F filing for Q4 2021, filed 21 Jan 2022.