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Carmichael Hill & Associates’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Carmichael Hill & Associates’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 		$14K Sell
371
-73
-16% -$2.7K ﹤0.01% 548
2024
Q2 		$16.1K Buy
444
+8
+2% +$289 0.01% 511
2024
Q1 		$16K Buy
436
+5
+1% +$182 0.01% 509
2023
Q4 		$15.7K Buy
+431
New +$15.1K 0.01% 512
2020
Q4 		– Sell
-21
Closed -$1K – 762
2020
Q3 		$1K Hold
21
– – ﹤0.01% 699
2020
Q2 		$1K Hold
21
– – ﹤0.01% 678
2020
Q1 		$1K Hold
21
– – ﹤0.01% 665
2019
Q4 		$1K Buy
+21
New +$855 ﹤0.01% 675

Other funds holding USHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
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

Carmichael Hill & Associates's USHY Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 16% in Q3 2024, selling an estimated $2.7K and leaving 371 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Carmichael Hill & Associates first reported a position in USHY in Q4 2019 and has held it in 8 quarters since. The position peaked at $16.1K in Q2 2024. 500 funds tracked by Wall St. Rank hold USHY as of Q3 2024.

  • Carmichael Hill & Associates held 371 shares of iShares Broad USD High Yield Corporate Bond ETF worth $14K as of Q3 2024.
  • Carmichael Hill & Associates sold 73 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2024, an estimated $2.7K.
  • iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #548 holding.
  • Carmichael Hill & Associates first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2019 and has held it in 8 quarters since.
  • Carmichael Hill & Associates's iShares Broad USD High Yield Corporate Bond ETF position peaked at $16.1K 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 Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.