Financial Architects (New Jersey)’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Financial Architects (New Jersey)’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
2023 Q2	$441K	Sell	12,503 -807	-6%	-$28.3K	0.07%	222
2023 Q1	$473K	Buy	13,310 +584	+5%	+$20.5K	0.08%	210
2022 Q4	$439K	Sell	12,726 -867	-6%	-$30K	0.07%	223
2022 Q3	$457K	Buy	+13,593	New	+$483K	0.08%	204
2022 Q2	–	Sell	-21,922	Closed	-$852K	–	274
2022 Q1	$852K	Sell	21,922 -29,061	-57%	-$1.15M	0.12%	160
2021 Q4	$2.1M	Buy	+50,983	New	+$2.1M	0.28%	85
2020 Q2	–	Sell	-344	Closed	-$12K	–	917
2020 Q1	$12K	Buy	+344	New	+$13.6K	﹤0.01%	592

Other funds holding USHY

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

RJA

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAIM

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Financial Architects (New Jersey)'s USHY Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 6.1% in Q2 2023, selling an estimated $28.3K and leaving 12,503 shares worth $441K. The position accounts for 0.07% of the portfolio, ranked #222.

Financial Architects (New Jersey) first reported a position in USHY in Q1 2020 and has held it in 7 quarters since. The position peaked at $2.1M in Q4 2021. 389 funds tracked by Wall St. Rank hold USHY as of Q2 2023.

Financial Architects (New Jersey) held 12,503 shares of iShares Broad USD High Yield Corporate Bond ETF worth $441K as of Q2 2023.
Financial Architects (New Jersey) sold 807 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2023, an estimated $28.3K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.07% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #222 holding.
Financial Architects (New Jersey) first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2020 and has held it in 7 quarters since.
Financial Architects (New Jersey)'s iShares Broad USD High Yield Corporate Bond ETF position peaked at $2.1M in Q4 2021.
389 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.