Cooper Financial Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Cooper Financial Group’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
2021 Q3	–	Sell	-16,300	Closed	-$680K	–	267
2021 Q2	$680K	Sell	16,300 -1,465	-8%	-$60.5K	0.14%	100
2021 Q1	$732K	Buy	17,765 +1,173	+7%	+$48.3K	0.17%	89
2020 Q4	$685K	Buy	16,592 +2,271	+16%	+$91.6K	0.14%	125
2020 Q3	$565K	Buy	14,321 +2,044	+17%	+$80.7K	0.16%	90
2020 Q2	$469K	Sell	12,277 -19,971	-62%	-$746K	0.15%	100
2020 Q1	$1.15M	Buy	32,248 +6,616	+26%	+$261K	0.48%	35
2019 Q4	$1.05M	Buy	+25,632	New	+$1.04M	0.42%	33

Other funds holding USHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

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

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

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Cooper Financial Group's USHY Position: Q3 2021 in Review

Cooper Financial Group sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2021, closing a stake of 16,300 shares — an estimated $680K sold.

Cooper Financial Group first reported a position in USHY in Q4 2019 and held it in 7 quarters. The position peaked at $1.15M in Q1 2020. 323 funds tracked by Wall St. Rank hold USHY as of Q3 2021.

Cooper Financial Group reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Cooper Financial Group sold 16,300 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2021, an estimated $680K.
Cooper Financial Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2019 and held it in 7 quarters.
Cooper Financial Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.15M in Q1 2020.
323 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2021.

Based on Cooper Financial Group's 13F filing for Q3 2021, filed 6 Oct 2021.