Center for Financial Planning’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Center for Financial Planning’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
2023 Q3	–	Sell	-27	Closed	-$954	–	573
2023 Q2	$954	Buy	+27	New	+$947	﹤0.01%	522
2020 Q2	–	Sell	-362	Closed	-$13K	–	575
2020 Q1	$13K	Buy	+362	New	+$14.3K	﹤0.01%	298

Other funds holding USHY

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Center for Financial Planning's USHY Position: Q3 2023 in Review

Center for Financial Planning sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2023, closing a stake of 27 shares — an estimated $954 sold.

Center for Financial Planning first reported a position in USHY in Q1 2020 and held it in 2 quarters. The position peaked at $13K in Q1 2020. 406 funds tracked by Wall St. Rank hold USHY as of Q3 2023.

Center for Financial Planning reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Center for Financial Planning sold 27 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2023, an estimated $954.
Center for Financial Planning first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
Center for Financial Planning's iShares Broad USD High Yield Corporate Bond ETF position peaked at $13K in Q1 2020.
406 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.