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Core Wealth Advisors (Florida)’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Core Wealth Advisors (Florida)’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
Q1 		– Sell
-134
Closed -$4.63K – 279
2022
Q4 		$4.63K Hold
134
– – ﹤0.01% 218
2022
Q3 		$5K Hold
134
– – ﹤0.01% 176
2022
Q2 		$5K Buy
+134
New +$4.91K ﹤0.01% 178

Other funds holding USHY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
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

Core Wealth Advisors (Florida)'s USHY Position: Q1 2023 in Review

Core Wealth Advisors (Florida) sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2023, closing a stake of 134 shares — an estimated $4.63K sold.

Core Wealth Advisors (Florida) first reported a position in USHY in Q2 2022 and held it in 3 quarters. The position peaked at $5K in Q3 2022. 391 funds tracked by Wall St. Rank hold USHY as of Q1 2023.

  • Core Wealth Advisors (Florida) reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 134 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2023, an estimated $4.63K.
  • Core Wealth Advisors (Florida) first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2022 and held it in 3 quarters.
  • Core Wealth Advisors (Florida)'s iShares Broad USD High Yield Corporate Bond ETF position peaked at $5K in Q3 2022.
  • 391 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2023, filed 27 Apr 2023.