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

Clearview Wealth 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
2023 Q3	–	Sell	-1,891	Closed	-$66.7K	–	612
2023 Q2	$66.7K	Buy	1,891 +32	+2%	+$1.12K	0.07%	179
2023 Q1	$66.1K	Buy	1,859 +23	+1%	+$809	0.07%	179
2022 Q4	$63.4K	Sell	1,836 -247	-12%	-$8.54K	0.05%	155
2022 Q3	$70K	Buy	2,083 +21	+1%	+$747	0.06%	142
2022 Q2	$71K	Buy	2,062 +19	+0.9%	+$697	0.05%	152
2022 Q1	$79K	Sell	2,043 -2	-0.1%	-$79	0.05%	164
2021 Q4	$84K	Sell	2,045 -3,177	-61%	-$131K	0.05%	174
2021 Q3	$217K	Sell	5,222 -7,321	-58%	-$304K	0.14%	107
2021 Q2	$523K	Buy	12,543 +1,310	+12%	+$54.1K	0.32%	66
2021 Q1	$463K	Buy	11,233 +4,290	+62%	+$177K	0.3%	65
2020 Q4	$286K	Buy	+6,943	New	+$280K	0.19%	90

Other funds holding USHY

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

Fisher Asset Management

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

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

Bank of America

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

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

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