CVA Family Office’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

CVA Family Office’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
2024 Q2	–	Sell	-1,000	Closed	-$36.6K	–	1301
2024 Q1	$36.6K	Hold	1,000	–	–	0.01%	540
2023 Q4	$36.4K	Buy	+1,000	New	+$35.1K	0.01%	525
2023 Q3	–	Sell	-2,000	Closed	-$70.6K	–	906
2023 Q2	$70.6K	Hold	2,000	–	–	0.01%	368
2023 Q1	$71.1K	Hold	2,000	–	–	0.02%	368
2022 Q4	$69.1K	Hold	2,000	–	–	0.02%	344
2022 Q3	$67K	Hold	2,000	–	–	0.02%	302
2022 Q2	$69K	Hold	2,000	–	–	0.02%	302
2022 Q1	$78K	Buy	+2,000	New	+$79K	0.02%	307

Other funds holding USHY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

CVA Family Office's USHY Position: Q2 2024 in Review

CVA Family Office sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2024, closing a stake of 1,000 shares — an estimated $36.6K sold.

CVA Family Office first reported a position in USHY in Q1 2022 and held it in 8 quarters. The position peaked at $78K in Q1 2022. 470 funds tracked by Wall St. Rank hold USHY as of Q2 2024.

CVA Family Office reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
CVA Family Office sold 1,000 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2024, an estimated $36.6K.
CVA Family Office first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2022 and held it in 8 quarters.
CVA Family Office's iShares Broad USD High Yield Corporate Bond ETF position peaked at $78K in Q1 2022.
470 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2024.

Based on CVA Family Office's 13F filing for Q2 2024, filed 10 Jul 2024.