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

Beaird Harris 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
2023
Q3 		– Sell
-26
Closed -$918 – 486
2023
Q2 		$918 Hold
26
– – ﹤0.01% 405
2023
Q1 		$925 Buy
+26
New +$914 ﹤0.01% 414

Other funds holding USHY

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Beaird Harris Wealth Management's USHY Position: Q3 2023 in Review

Beaird Harris Wealth Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2023, closing a stake of 26 shares — an estimated $918 sold.

Beaird Harris Wealth Management first reported a position in USHY in Q1 2023 and held it in 2 quarters. The position peaked at $925 in Q1 2023. 406 funds tracked by Wall St. Rank hold USHY as of Q3 2023.

  • Beaird Harris Wealth Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 26 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2023, an estimated $918.
  • Beaird Harris Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2023 and held it in 2 quarters.
  • Beaird Harris Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $925 in Q1 2023.
  • 406 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2023, filed 15 Nov 2023.