Ford Financial Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Ford Financial 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
2022 Q1	–	Sell	-56,810	Closed	-$2.34K	–	489
2021 Q4	$2.34K	Sell	56,810 -6,423	-10%	-$264K	0.46%	28
2021 Q3	$2.62M	Buy	63,233 +2,441	+4%	+$101K	1.01%	26
2021 Q2	$2.54M	Buy	60,792 +4,010	+7%	+$166K	0.95%	25
2021 Q1	$2.34M	Buy	56,782 +2,006	+4%	+$82.6K	1.01%	24
2020 Q4	$2.26M	Buy	54,776 +5,296	+11%	+$214K	1.07%	24
2020 Q3	$1.95M	Buy	49,480 +4,691	+10%	+$185K	1.06%	22
2020 Q2	$1.71M	Sell	44,789 -681	-1%	-$25.4K	0.95%	21
2020 Q1	$1.61M	Buy	45,470 +129	+0.3%	+$5.1K	1.08%	19
2019 Q4	$1.86M	Buy	45,341 +3,087	+7%	+$126K	1.07%	18
2019 Q3	$1.73M	Buy	+42,254	New	+$1.72M	1.1%	18

Other funds holding USHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

TAIM

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ford Financial Group's USHY Position: Q1 2022 in Review

Ford Financial Group sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2022, closing a stake of 56,810 shares — an estimated $2.34K sold.

Ford Financial Group first reported a position in USHY in Q3 2019 and held it in 10 quarters. The position peaked at $2.62M in Q3 2021. 350 funds tracked by Wall St. Rank hold USHY as of Q1 2022.

Ford Financial Group reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Ford Financial Group sold 56,810 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2022, an estimated $2.34K.
Ford Financial Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2019 and held it in 10 quarters.
Ford Financial Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $2.62M in Q3 2021.
350 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.