Caldwell Sutter Capital’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Caldwell Sutter Capital’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	-223	Closed	-$8.4K	–	921
2024 Q3	$8.4K	Hold	223	–	–	﹤0.01%	577
2024 Q2	$8.09K	Hold	223	–	–	﹤0.01%	576
2024 Q1	$8.16K	Hold	223	–	–	﹤0.01%	565
2023 Q4	$8.11K	Hold	223	–	–	﹤0.01%	567
2023 Q3	$7.74K	Hold	223	–	–	﹤0.01%	555
2023 Q2	$7.87K	Buy	+223	New	+$7.82K	﹤0.01%	551

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

Caldwell Sutter Capital's USHY Position: Q4 2024 in Review

Caldwell Sutter Capital sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2024, closing a stake of 223 shares — an estimated $8.4K sold.

Caldwell Sutter Capital first reported a position in USHY in Q2 2023 and held it in 6 quarters. The position peaked at $8.4K in Q3 2024. 547 funds tracked by Wall St. Rank hold USHY as of Q4 2024.

Caldwell Sutter Capital reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Caldwell Sutter Capital sold 223 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2024, an estimated $8.4K.
Caldwell Sutter Capital first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2023 and held it in 6 quarters.
Caldwell Sutter Capital's iShares Broad USD High Yield Corporate Bond ETF position peaked at $8.4K in Q3 2024.
547 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2024.

Based on Caldwell Sutter Capital's 13F filing for Q4 2024, filed 21 Jan 2025.