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Dynamic Advisor Solutions’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Dynamic Advisor Solutions’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
-8,035
Closed -$303K – 869
2024
Q3 		$303K Buy
8,035
+622
+8% +$23K 0.01% 749
2024
Q2 		$269K Buy
+7,413
New +$268K 0.01% 796

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Northern Trust
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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

Dynamic Advisor Solutions's USHY Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2024, closing a stake of 8,035 shares — an estimated $303K sold.

Dynamic Advisor Solutions first reported a position in USHY in Q2 2024 and held it in 2 quarters. The position peaked at $303K in Q3 2024. 547 funds tracked by Wall St. Rank hold USHY as of Q4 2024.

  • Dynamic Advisor Solutions reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 8,035 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2024, an estimated $303K.
  • Dynamic Advisor Solutions first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Dynamic Advisor Solutions's iShares Broad USD High Yield Corporate Bond ETF position peaked at $303K in Q3 2024.
  • 547 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.