Certified Advisory Corp’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Certified Advisory Corp’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 Q3	–	Sell	-5,837	Closed	-$202K	–	255
2022 Q2	$202K	Sell	5,837 -17,406	-75%	-$638K	0.05%	199
2022 Q1	$903K	Buy	23,243 +2,568	+12%	+$101K	0.19%	119
2021 Q4	$852K	Buy	20,675 +5,208	+34%	+$214K	0.19%	124
2021 Q3	$642K	Buy	+15,467	New	+$643K	0.16%	137
2021 Q2	–	Sell	-224	Closed	-$9K	–	711
2021 Q1	$9K	Buy	+224	New	+$9.22K	﹤0.01%	608
2020 Q2	–	Sell	-15	Closed	-$1K	–	815
2020 Q1	$1K	Sell	15 -35	-70%	-$1.38K	﹤0.01%	753
2019 Q4	$2K	Buy	+50	New	+$2.04K	﹤0.01%	748
2019 Q3	–	Sell	-74	Closed	-$3K	–	833
2019 Q2	$3K	Buy	+74	New	+$3K	﹤0.01%	731

Other funds holding USHY

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

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

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

RJA

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Certified Advisory Corp's USHY Position: Q3 2022 in Review

Certified Advisory Corp sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2022, closing a stake of 5,837 shares — an estimated $202K sold.

Certified Advisory Corp first reported a position in USHY in Q2 2019 and held it in 8 quarters. The position peaked at $903K in Q1 2022. 345 funds tracked by Wall St. Rank hold USHY as of Q3 2022.

Certified Advisory Corp reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Certified Advisory Corp sold 5,837 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2022, an estimated $202K.
Certified Advisory Corp first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2019 and held it in 8 quarters.
Certified Advisory Corp's iShares Broad USD High Yield Corporate Bond ETF position peaked at $903K in Q1 2022.
345 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2022.

Based on Certified Advisory Corp's 13F filing for Q3 2022, filed 14 Nov 2022.