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Carlsbad Wealth Advisory Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Carlsbad Wealth Advisory Group’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
2023
Q2 		$1.61M Buy
+45,592
New +$1.6M 1.04% 17

Other funds holding USHY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $4.81B AUM 4.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.86B AUM 12.86% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Carlsbad Wealth Advisory Group's USHY Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2023: 45,592 shares worth $1.61M. The stake represents 1.04% of the portfolio and ranks #17 among its holdings.

390 funds tracked by Wall St. Rank hold USHY as of Q2 2023.

  • Carlsbad Wealth Advisory Group held 45,592 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.61M as of Q2 2023.
  • iShares Broad USD High Yield Corporate Bond ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
  • iShares Broad USD High Yield Corporate Bond ETF made up 1.04% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #17 holding.
  • 390 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.