Econ Financial Services’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Econ Financial Services’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
2022 Q3	–	Sell	-167,543	Closed	-$5.8M	–	105
2022 Q2	$5.8M	Sell	167,543 -2,856	-2%	-$105K	4.68%	2
2022 Q1	$6.62M	Buy	170,399 +145,807	+593%	+$5.76M	4.9%	3
2021 Q4	$1.01M	Buy	+24,592	New	+$1.01M	0.75%	36

Other funds holding USHY

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Econ Financial Services's USHY Position: Q3 2022 in Review

Econ Financial Services sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2022, closing a stake of 167,543 shares — an estimated $5.8M sold.

Econ Financial Services first reported a position in USHY in Q4 2021 and held it in 3 quarters. The position peaked at $6.62M in Q1 2022. 345 funds tracked by Wall St. Rank hold USHY as of Q3 2022.

Econ Financial Services reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Econ Financial Services sold 167,543 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2022, an estimated $5.8M.
Econ Financial Services first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
Econ Financial Services's iShares Broad USD High Yield Corporate Bond ETF position peaked at $6.62M in Q1 2022.
345 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2022.

Based on Econ Financial Services's 13F filing for Q3 2022, filed 5 Oct 2022.