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

Emerald 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
2022
Q3 		– Sell
-6,553
Closed -$227K – 84
2022
Q2 		$227K Sell
6,553
-9,717
-60% -$356K 0.06% 77
2022
Q1 		$632K Buy
16,270
+196
+1% +$7.75K 0.15% 45
2021
Q4 		$662K Buy
16,074
+6,301
+64% +$259K 0.16% 36
2021
Q3 		$406K Buy
+9,773
New +$406K 0.12% 64

Other funds holding USHY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
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
TF
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
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

Emerald Advisors's USHY Position: Q3 2022 in Review

Emerald Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2022, closing a stake of 6,553 shares — an estimated $227K sold.

Emerald Advisors first reported a position in USHY in Q3 2021 and held it in 4 quarters. The position peaked at $662K in Q4 2021. 345 funds tracked by Wall St. Rank hold USHY as of Q3 2022.

  • Emerald Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Emerald Advisors sold 6,553 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2022, an estimated $227K.
  • Emerald Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2021 and held it in 4 quarters.
  • Emerald Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $662K in Q4 2021.
  • 345 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2022.

Based on Emerald Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.