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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Jones Financial Companies

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

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

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

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

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