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Fernwood Investment Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Fernwood Investment Management’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
-1,452
Closed -$53.1K – 660
2024
Q1 		$53.1K Buy
+1,452
New +$52.8K 0.02% 338

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Jones Financial Companies
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PP
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RJA
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JSTA
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Thrivent Financial for Lutherans
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OPAM
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Fernwood Investment Management's USHY Position: Q2 2024 in Review

Fernwood Investment Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2024, closing a stake of 1,452 shares — an estimated $53.1K sold.

Fernwood Investment Management first reported a position in USHY in Q1 2024 and held it in 1 quarter. The position peaked at $53.1K in Q1 2024. 470 funds tracked by Wall St. Rank hold USHY as of Q2 2024.

  • Fernwood Investment Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 1,452 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2024, an estimated $53.1K.
  • Fernwood Investment Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $53.1K in Q1 2024.
  • 470 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.