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Financial Gravity Asset Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Financial Gravity Asset 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 		$2.9K Sell
80
-80
-50% -$2.89K ﹤0.01% 697
2024
Q1 		$5.83K Sell
160
-1,440
-90% -$52.3K ﹤0.01% 830
2023
Q4 		$1.01M Buy
1,600
+80
+5% +$2.81K 0.01% 370
2023
Q3 		$1M Buy
1,520
+1,405
+1,222% +$49.4K 0.01% 358
2023
Q2 		$3.29K Buy
+115
New +$4.03K 0.01% 551
2023
Q1 		– Sell
-35
Closed -$25.2K – 1664
2022
Q4 		$25.2K Buy
+35
New +$1.21K 0.13% 93

Other funds holding USHY

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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 $4.81B AUM 4.62% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Financial Gravity Asset Management's USHY Position: Q2 2024 in Review

Financial Gravity Asset Management reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 50% in Q2 2024, selling an estimated $2.89K and leaving 80 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Financial Gravity Asset Management first reported a position in USHY in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.01M in Q4 2023. 470 funds tracked by Wall St. Rank hold USHY as of Q2 2024.

  • Financial Gravity Asset Management held 80 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2.9K as of Q2 2024.
  • Financial Gravity Asset Management sold 80 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2024, an estimated $2.89K.
  • iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #697 holding.
  • Financial Gravity Asset Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2022 and has held it in 6 quarters since.
  • Financial Gravity Asset Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.01M in Q4 2023.
  • 470 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.