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Deane Retirement Strategies’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Deane Retirement Strategies’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
Q3 		– Sell
-259,483
Closed -$9.41M – 90
2024
Q2 		$9.41M Buy
259,483
+399
+0.2% +$14.4K 4.83% 4
2024
Q1 		$9.48M Buy
259,084
+412
+0.2% +$15K 4.81% 3
2023
Q4 		$9.4M Buy
+258,672
New +$9.07M 5.13% 5

Other funds holding USHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Deane Retirement Strategies's USHY Position: Q3 2024 in Review

Deane Retirement Strategies sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2024, closing a stake of 259,483 shares — an estimated $9.41M sold.

Deane Retirement Strategies first reported a position in USHY in Q4 2023 and held it in 3 quarters. The position peaked at $9.48M in Q1 2024. 500 funds tracked by Wall St. Rank hold USHY as of Q3 2024.

  • Deane Retirement Strategies reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Deane Retirement Strategies sold 259,483 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2024, an estimated $9.41M.
  • Deane Retirement Strategies first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Deane Retirement Strategies's iShares Broad USD High Yield Corporate Bond ETF position peaked at $9.48M in Q1 2024.
  • 500 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2024.

Based on Deane Retirement Strategies's 13F filing for Q3 2024, filed 3 Oct 2024.