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BSW Wealth Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

BSW Wealth Partners’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
Q3 		– Sell
-5,689
Closed -$206K – 336
2024
Q2 		$206K Buy
5,689
+124
+2% +$4.48K 0.03% 276
2024
Q1 		$204K Buy
+5,565
New +$202K 0.03% 283

Other funds holding USHY

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PP
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

BSW Wealth Partners's USHY Position: Q3 2024 in Review

BSW Wealth Partners sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2024, closing a stake of 5,689 shares — an estimated $206K sold.

BSW Wealth Partners first reported a position in USHY in Q1 2024 and held it in 2 quarters. The position peaked at $206K in Q2 2024. 500 funds tracked by Wall St. Rank hold USHY as of Q3 2024.

  • BSW Wealth Partners reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • BSW Wealth Partners sold 5,689 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2024, an estimated $206K.
  • BSW Wealth Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2024 and held it in 2 quarters.
  • BSW Wealth Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $206K in Q2 2024.
  • 500 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2024.

Based on BSW Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.