BOK Financial Private Wealth’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

BOK Financial Private Wealth’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
2024 Q4	–	Sell	-50	Closed	-$1.88K	–	683
2024 Q3	$1.88K	Hold	50	–	–	﹤0.01%	474
2024 Q2	$1.81K	Buy	+50	New	+$1.81K	﹤0.01%	437
2024 Q1	–	Sell	-400	Closed	-$14.5K	–	550
2023 Q4	$14.5K	Hold	400	–	–	﹤0.01%	340
2023 Q3	$13.9K	Buy	+400	New	+$14.1K	﹤0.01%	310
2023 Q2	–	Sell	-500	Closed	-$17.8K	–	459
2023 Q1	$17.8K	Buy	+500	New	+$17.6K	﹤0.01%	314

Other funds holding USHY

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

BOK Financial Private Wealth's USHY Position: Q4 2024 in Review

BOK Financial Private Wealth sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2024, closing a stake of 50 shares — an estimated $1.88K sold.

BOK Financial Private Wealth first reported a position in USHY in Q1 2023 and held it in 5 quarters. The position peaked at $17.8K in Q1 2023. 547 funds tracked by Wall St. Rank hold USHY as of Q4 2024.

BOK Financial Private Wealth reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
BOK Financial Private Wealth sold 50 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2024, an estimated $1.88K.
BOK Financial Private Wealth first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2023 and held it in 5 quarters.
BOK Financial Private Wealth's iShares Broad USD High Yield Corporate Bond ETF position peaked at $17.8K in Q1 2023.
547 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2024.

Based on BOK Financial Private Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.