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Donoghue Forlines’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Donoghue Forlines’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
Q4 		– Sell
-156,710
Closed -$5.9M – 267
2024
Q3 		$5.9M Buy
156,710
+6,234
+4% +$230K 1.68% 6
2024
Q2 		$5.46M Sell
150,476
-10,814
-7% -$391K 1.55% 7
2024
Q1 		$5.9M Sell
161,290
-16,426
-9% -$597K 1.68% 6
2023
Q4 		$6.46M Buy
177,716
+141,428
+390% +$4.96M 2.02% 6
2023
Q3 		$1.26M Sell
36,288
-153,134
-81% -$5.38M 0.45% 66
2023
Q2 		$6.69M Sell
189,422
-3,916
-2% -$137K 2.09% 5
2023
Q1 		$6.87M Buy
193,338
+155,987
+418% +$5.49M 2.48% 8
2022
Q4 		$1.29M Sell
37,351
-115
-0.3% -$3.97K 0.46% 61
2022
Q3 		$1.26M Buy
37,466
+9,134
+32% +$325K 0.45% 20
2022
Q2 		$981K Sell
28,332
-11,418
-29% -$419K 0.26% 93
2022
Q1 		$1.54M Sell
39,750
-437,266
-92% -$17.3M 0.33% 69
2021
Q4 		$19.6M Buy
477,016
+18,842
+4% +$775K 3.32% 5
2021
Q3 		$19M Sell
458,174
-2,509
-0.5% -$104K 3.68% 4
2021
Q2 		$19.2M Buy
460,683
+168,317
+58% +$6.95M 3.59% 4
2021
Q1 		$12M Sell
292,366
-25,461
-8% -$1.05M 2.34% 7
2020
Q4 		$13.1M Buy
+317,827
New +$12.8M 2.53% 9

Other funds holding USHY

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Donoghue Forlines's USHY Position: Q4 2024 in Review

Donoghue Forlines sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2024, closing a stake of 156,710 shares — an estimated $5.9M sold.

Donoghue Forlines first reported a position in USHY in Q4 2020 and held it in 16 quarters. The position peaked at $19.6M in Q4 2021. 547 funds tracked by Wall St. Rank hold USHY as of Q4 2024.

  • Donoghue Forlines reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Donoghue Forlines sold 156,710 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2024, an estimated $5.9M.
  • Donoghue Forlines first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2020 and held it in 16 quarters.
  • Donoghue Forlines's iShares Broad USD High Yield Corporate Bond ETF position peaked at $19.6M in Q4 2021.
  • 547 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.