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Cascadia Advisory Services’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Cascadia Advisory Services’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
Q3 		$550K Buy
13,260
+790
+6% +$32.8K 0.11% 172
2021
Q2 		$520K Buy
12,470
+1,340
+12% +$55.3K 0.11% 173
2021
Q1 		$458K Buy
+11,130
New +$458K 0.1% 170
2020
Q3 		$702K Buy
+17,784
New +$702K 0.2% 139

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Cascadia Advisory Services's USHY Position: Q3 2021 in Review

Cascadia Advisory Services increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 6.3% in Q3 2021, buying an estimated $32.8K and bringing the position to 13,260 shares worth $550K. The position accounts for 0.11% of the portfolio, ranked #172.

Cascadia Advisory Services first reported a position in USHY in Q3 2020 and has held it in 4 quarters since. The position peaked at $702K in Q3 2020. 323 funds tracked by Wall St. Rank hold USHY as of Q3 2021.

  • Cascadia Advisory Services held 13,260 shares of iShares Broad USD High Yield Corporate Bond ETF worth $550K as of Q3 2021.
  • Cascadia Advisory Services bought 790 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2021, an estimated $32.8K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.11% of Cascadia Advisory Services's portfolio in Q3 2021, its #172 holding.
  • Cascadia Advisory Services first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2020 and has held it in 4 quarters since.
  • Cascadia Advisory Services's iShares Broad USD High Yield Corporate Bond ETF position peaked at $702K in Q3 2020.
  • 323 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.