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Cahill Financial Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Cahill Financial 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
2021
Q4 		– Sell
-708
Closed -$29K – 749
2021
Q3 		$29K Buy
+708
New +$29.4K 0.01% 405

Other funds holding USHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cahill Financial Advisors's USHY Position: Q4 2021 in Review

Cahill Financial Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2021, closing a stake of 708 shares — an estimated $29K sold.

Cahill Financial Advisors first reported a position in USHY in Q3 2021 and held it in 1 quarter. The position peaked at $29K in Q3 2021. 358 funds tracked by Wall St. Rank hold USHY as of Q4 2021.

  • Cahill Financial Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 708 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2021, an estimated $29K.
  • Cahill Financial Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $29K in Q3 2021.
  • 358 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.