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Cedar Brook Financial Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-36,167
Closed -$1.32M – 376
2024
Q1 		$1.32M Buy
36,167
+7,455
+26% +$271K 0.26% 90
2023
Q4 		$1.05M Buy
28,712
+3,551
+14% +$125K 0.23% 103
2023
Q3 		$873K Buy
25,161
+1,043
+4% +$36.6K 0.23% 105
2023
Q2 		$851K Buy
24,118
+327
+1% +$11.5K 0.2% 117
2023
Q1 		$846K Buy
23,791
+897
+4% +$31.5K 0.22% 116
2022
Q4 		$791K Buy
22,894
+2,193
+11% +$75.8K 0.22% 117
2022
Q3 		$696K Buy
20,701
+749
+4% +$26.6K 0.22% 117
2022
Q2 		$691K Sell
19,952
-662
-3% -$24.3K 0.22% 118
2022
Q1 		$801K Buy
20,614
+5,370
+35% +$212K 0.21% 118
2021
Q4 		$628K Buy
15,244
+2,031
+15% +$83.5K 0.16% 155
2021
Q3 		$548K Buy
13,213
+2,445
+23% +$102K 0.16% 153
2021
Q2 		$449K Buy
+10,768
New +$445K 0.13% 191
2020
Q2 		– Sell
-6,125
Closed -$217K – 294
2020
Q1 		$217K Buy
+6,125
New +$242K 0.12% 214

Other funds holding USHY

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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 $5.29B AUM 8.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Cedar Brook Financial Partners's USHY Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2024, closing a stake of 36,167 shares — an estimated $1.32M sold.

Cedar Brook Financial Partners first reported a position in USHY in Q1 2020 and held it in 13 quarters. The position peaked at $1.32M in Q1 2024. 471 funds tracked by Wall St. Rank hold USHY as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 36,167 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2024, an estimated $1.32M.
  • Cedar Brook Financial Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2020 and held it in 13 quarters.
  • Cedar Brook Financial Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.32M in Q1 2024.
  • 471 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.