DHK Financial Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

DHK Financial Advisors’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	-15,852	Closed	-$580K	–	95
2024 Q1	$580K	Hold	15,852	–	–	0.41%	54
2023 Q4	$576K	Hold	15,852	–	–	0.43%	49
2023 Q3	$550K	Hold	15,852	–	–	0.49%	45
2023 Q2	$560K	Hold	15,852	–	–	0.48%	47
2023 Q1	$564K	Sell	15,852 -9,576	-38%	-$337K	0.7%	31
2022 Q4	$878K	Hold	25,428	–	–	1.22%	22
2022 Q3	$855K	Buy	+25,428	New	+$904K	1.4%	22

Other funds holding USHY

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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 $5.29B AUM 8.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

OPAM

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

DHK Financial Advisors's USHY Position: Q2 2024 in Review

DHK Financial Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2024, closing a stake of 15,852 shares — an estimated $580K sold.

DHK Financial Advisors first reported a position in USHY in Q3 2022 and held it in 7 quarters. The position peaked at $878K in Q4 2022. 471 funds tracked by Wall St. Rank hold USHY as of Q2 2024.

DHK Financial Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
DHK Financial Advisors sold 15,852 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2024, an estimated $580K.
DHK Financial Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2022 and held it in 7 quarters.
DHK Financial Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $878K in Q4 2022.
471 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2024.

Based on DHK Financial Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.