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Carroll Financial Associates’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Carroll Financial 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
2021
Q4 		$2K Hold
55
– – ﹤0.01% 1504
2021
Q3 		$2K Hold
55
– – ﹤0.01% 1581
2021
Q2 		$2K Hold
55
– – ﹤0.01% 1590
2021
Q1 		$2K Buy
55
+26
+90% +$1.07K ﹤0.01% 1525
2020
Q4 		$1K Hold
29
– – ﹤0.01% 1489
2020
Q3 		$1K Sell
29
-3,372
-99% -$133K ﹤0.01% 1450
2020
Q2 		$130K Buy
+3,401
New +$127K 0.01% 414

Other funds holding USHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 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 $2.86B AUM 12.86% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 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 22.96% 1-Year Est. Return

Carroll Financial Associates's USHY Position: Q4 2021 in Review

Carroll Financial Associates held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q4 2021 at 55 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Carroll Financial Associates first reported a position in USHY in Q2 2020 and has held it in 7 quarters since. The position peaked at $130K in Q2 2020. 359 funds tracked by Wall St. Rank hold USHY as of Q4 2021.

  • Carroll Financial Associates held 55 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2K as of Q4 2021.
  • Carroll Financial Associates left its iShares Broad USD High Yield Corporate Bond ETF share count unchanged in Q4 2021.
  • iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1504 holding.
  • Carroll Financial Associates first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2020 and has held it in 7 quarters since.
  • Carroll Financial Associates's iShares Broad USD High Yield Corporate Bond ETF position peaked at $130K in Q2 2020.
  • 359 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.