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Firethorn Wealth Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Firethorn Wealth Partners’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
2021
Q2 		$631K Sell
15,119
-884
-6% -$36.5K 0.53% 44
2021
Q1 		$659K Buy
16,003
+6,376
+66% +$262K 0.61% 42
2020
Q4 		$397K Buy
+9,627
New +$388K 0.43% 53

Other funds holding USHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Firethorn Wealth Partners's USHY Position: Q2 2021 in Review

Firethorn Wealth Partners reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 5.5% in Q2 2021, selling an estimated $36.5K and leaving 15,119 shares worth $631K. The position accounts for 0.53% of the portfolio, ranked #44.

Firethorn Wealth Partners first reported a position in USHY in Q4 2020 and has held it in 3 quarters since. The position peaked at $659K in Q1 2021. 314 funds tracked by Wall St. Rank hold USHY as of Q2 2021.

  • Firethorn Wealth Partners held 15,119 shares of iShares Broad USD High Yield Corporate Bond ETF worth $631K as of Q2 2021.
  • Firethorn Wealth Partners sold 884 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2021, an estimated $36.5K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.53% of Firethorn Wealth Partners's portfolio in Q2 2021, its #44 holding.
  • Firethorn Wealth Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2020 and has held it in 3 quarters since.
  • Firethorn Wealth Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $659K in Q1 2021.
  • 314 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2021.

Based on Firethorn Wealth Partners's 13F filing for Q2 2021, filed 20 Jul 2021.