Cetera Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Cetera Advisors’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 Q1	$2.94M	Buy	80,286 +45,948	+134%	+$1.67M	0.02%	648
2023 Q4	$1.25M	Buy	34,338 +6,272	+22%	+$220K	0.02%	684
2023 Q3	$974K	Sell	28,066 -3,460	-11%	-$122K	0.02%	737
2023 Q2	$1.11M	Sell	31,526 -8,014	-20%	-$281K	0.02%	671
2023 Q1	$1.41M	Buy	39,540 +4,165	+12%	+$146K	0.02%	568
2022 Q4	$1.22M	Buy	+35,375	New	+$1.22M	0.02%	591
2022 Q1	–	Sell	-6,455	Closed	-$266K	–	1535
2021 Q4	$266K	Buy	+6,455	New	+$265K	0.01%	1179
2019 Q2	–	Sell	-308	Closed	-$13K	–	1271
2019 Q1	$13K	Buy	+308	New	+$12.3K	﹤0.01%	1114

Other funds holding USHY

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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 $4.81B AUM 4.62% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Cetera Advisors's USHY Position: Q1 2024 in Review

Cetera Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 134% in Q1 2024, buying an estimated $1.67M and bringing the position to 80,286 shares worth $2.94M. The position accounts for 0.02% of the portfolio, ranked #648.

Cetera Advisors first reported a position in USHY in Q1 2019 and has held it in 8 quarters since. 453 funds tracked by Wall St. Rank hold USHY as of Q1 2024.

Cetera Advisors held 80,286 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2.94M as of Q1 2024.
Cetera Advisors bought 45,948 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2024, an estimated $1.67M.
iShares Broad USD High Yield Corporate Bond ETF made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #648 holding.
Cetera Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2019 and has held it in 8 quarters since.
453 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.