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First Capital Advisors Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

First Capital Advisors Group’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 		$61.5K Sell
1,743
-288
-14% -$10.1K 0.03% 273
2023
Q1 		$72.2K Buy
2,031
+306
+18% +$10.8K 0.05% 160
2022
Q4 		$59.6K Buy
1,725
+1,204
+231% +$41.6K 0.04% 174
2022
Q3 		$18K Buy
+521
New +$18.5K 0.02% 174

Other funds holding USHY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.86B AUM 12.86% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

First Capital Advisors Group's USHY Position: Q2 2023 in Review

First Capital Advisors Group reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 14% in Q2 2023, selling an estimated $10.1K and leaving 1,743 shares worth $61.5K. The position accounts for 0.03% of the portfolio, ranked #273.

First Capital Advisors Group first reported a position in USHY in Q3 2022 and has held it in 4 quarters since. The position peaked at $72.2K in Q1 2023. 390 funds tracked by Wall St. Rank hold USHY as of Q2 2023.

  • First Capital Advisors Group held 1,743 shares of iShares Broad USD High Yield Corporate Bond ETF worth $61.5K as of Q2 2023.
  • First Capital Advisors Group sold 288 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2023, an estimated $10.1K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.03% of First Capital Advisors Group's portfolio in Q2 2023, its #273 holding.
  • First Capital Advisors Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2022 and has held it in 4 quarters since.
  • First Capital Advisors Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $72.2K in Q1 2023.
  • 390 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.