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

FirstPurpose Wealth’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
Q1 		– Sell
-5,675
Closed -$206K – 228
2023
Q4 		$206K Buy
+5,675
New +$199K 0.08% 203

Other funds holding USHY

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $5.29B AUM 8.96% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

FirstPurpose Wealth's USHY Position: Q1 2024 in Review

FirstPurpose Wealth sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2024, closing a stake of 5,675 shares — an estimated $206K sold.

FirstPurpose Wealth first reported a position in USHY in Q4 2023 and held it in 1 quarter. The position peaked at $206K in Q4 2023. 453 funds tracked by Wall St. Rank hold USHY as of Q1 2024.

  • FirstPurpose Wealth reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • FirstPurpose Wealth sold 5,675 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2024, an estimated $206K.
  • FirstPurpose Wealth first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • FirstPurpose Wealth's iShares Broad USD High Yield Corporate Bond ETF position peaked at $206K in Q4 2023.
  • 453 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.