Bedel Financial Consulting’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-73	Closed	-$3K	–	866
2022 Q1	$3K	Sell	73 -93	-56%	-$3.67K	﹤0.01%	854
2021 Q4	$7K	Buy	166 +93	+127%	+$3.82K	﹤0.01%	739
2021 Q3	$3K	Hold	73	–	–	﹤0.01%	857
2021 Q2	$3K	Buy	+73	New	+$3.02K	﹤0.01%	854
2019 Q4	–	Sell	-1,247	Closed	-$51K	–	787
2019 Q3	$51K	Hold	1,247	–	–	0.03%	284
2019 Q2	$51K	Sell	1,247 -249	-17%	-$10.1K	0.03%	284
2019 Q1	$61K	Buy	+1,496	New	+$59.6K	0.04%	247

Other funds holding USHY

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

APF

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

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

RJA

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AHSSHC

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

Bedel Financial Consulting's USHY Position: Q2 2022 in Review

Bedel Financial Consulting sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2022, closing a stake of 73 shares — an estimated $3K sold.

Bedel Financial Consulting first reported a position in USHY in Q1 2019 and held it in 7 quarters. The position peaked at $61K in Q1 2019. 349 funds tracked by Wall St. Rank hold USHY as of Q2 2022.

Bedel Financial Consulting reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 73 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2022, an estimated $3K.
Bedel Financial Consulting first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2019 and held it in 7 quarters.
Bedel Financial Consulting's iShares Broad USD High Yield Corporate Bond ETF position peaked at $61K in Q1 2019.
349 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.