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Confluence Wealth Services’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-1,639
Closed -$67K – 1109
2021
Q4 		$67K Buy
+1,639
New +$67.4K 0.02% 401

Other funds holding USHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Confluence Wealth Services's USHY Position: Q1 2022 in Review

Confluence Wealth Services sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2022, closing a stake of 1,639 shares — an estimated $67K sold.

Confluence Wealth Services first reported a position in USHY in Q4 2021 and held it in 1 quarter. The position peaked at $67K in Q4 2021. 350 funds tracked by Wall St. Rank hold USHY as of Q1 2022.

  • Confluence Wealth Services reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1,639 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2022, an estimated $67K.
  • Confluence Wealth Services first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's iShares Broad USD High Yield Corporate Bond ETF position peaked at $67K in Q4 2021.
  • 350 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.