CWA
USHY icon

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

Centennial Wealth Advisory’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
2022
Q1 		– Sell
-6,805
Closed -$280K – 115
2021
Q4 		$280K Sell
6,805
-2,606
-28% -$107K 0.16% 66
2021
Q3 		$391K Sell
9,411
-1,072
-10% -$44.6K 0.23% 51
2021
Q2 		$437K Sell
10,483
-1,240
-11% -$51.2K 0.27% 55
2021
Q1 		$483K Sell
11,723
-362
-3% -$14.9K 0.32% 60
2020
Q4 		$499K Buy
+12,085
New +$487K 0.35% 57

Other funds holding USHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return