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 $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.55T AUM 33.47% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Clearview Wealth Advisors's USHY Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2023, closing a stake of 1,891 shares — an estimated $66.7K sold.

Clearview Wealth Advisors first reported a position in USHY in Q4 2020 and held it in 11 quarters. The position peaked at $523K in Q2 2021. 405 funds tracked by Wall St. Rank hold USHY as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 1,891 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2023, an estimated $66.7K.
Clearview Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $523K in Q2 2021.
405 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.