BSWA
USHY icon

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

Bromfield Sneider 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
2024
Q1 		$56K Hold
1,530
– – 0.03% 69
2023
Q4 		$55.6K Hold
1,530
– – 0.04% 64
2023
Q3 		$53.1K Hold
1,530
– – 0.04% 63
2023
Q2 		$54K Hold
1,530
– – 0.04% 67
2023
Q1 		$54.4K Hold
1,530
– – 0.05% 63
2022
Q4 		$52.8K Sell
1,530
-3,250
-68% -$112K 0.05% 60
2022
Q3 		$161K Hold
4,780
– – 0.19% 38
2022
Q2 		$165K Buy
+4,780
New +$175K 0.2% 35

Other funds holding USHY

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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 $5.29B AUM 8.96% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's USHY Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q1 2024 at 1,530 shares worth $56K. The position accounts for 0.03% of the portfolio, ranked #69.

Bromfield Sneider Wealth Advisors first reported a position in USHY in Q2 2022 and has held it in 8 quarters since. The position peaked at $165K in Q2 2022. 454 funds tracked by Wall St. Rank hold USHY as of Q1 2024.

  • Bromfield Sneider Wealth Advisors held 1,530 shares of iShares Broad USD High Yield Corporate Bond ETF worth $56K as of Q1 2024.
  • Bromfield Sneider Wealth Advisors left its iShares Broad USD High Yield Corporate Bond ETF share count unchanged in Q1 2024.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.03% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #69 holding.
  • Bromfield Sneider Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2022 and has held it in 8 quarters since.
  • Bromfield Sneider Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $165K in Q2 2022.
  • 454 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.