Freedom Investment Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Freedom Investment 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
2023 Q2	–	Sell	-11,216	Closed	-$399K	–	777
2023 Q1	$399K	Sell	11,216 -2,476	-18%	-$87.1K	0.05%	469
2022 Q4	$473K	Buy	13,692 +39	+0.3%	+$1.35K	0.05%	449
2022 Q3	$459K	Sell	13,653 -655	-5%	-$23.3K	0.05%	447
2022 Q2	$495K	Sell	14,308 -795	-5%	-$29.1K	0.05%	457
2022 Q1	$587K	Sell	15,103 -458	-3%	-$18.1K	0.05%	428
2021 Q4	$641K	Buy	15,561 +815	+6%	+$33.5K	0.05%	461
2021 Q3	$612K	Sell	14,746 -1,387	-9%	-$57.6K	0.05%	445
2021 Q2	$673K	Buy	16,133 +3,591	+29%	+$148K	0.05%	442
2021 Q1	$517K	Buy	+12,542	New	+$516K	0.04%	512

Other funds holding USHY

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Freedom Investment Management's USHY Position: Q2 2023 in Review

Freedom Investment Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2023, closing a stake of 11,216 shares — an estimated $399K sold.

Freedom Investment Management first reported a position in USHY in Q1 2021 and held it in 9 quarters. The position peaked at $673K in Q2 2021. 390 funds tracked by Wall St. Rank hold USHY as of Q2 2023.

Freedom Investment Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Freedom Investment Management sold 11,216 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2023, an estimated $399K.
Freedom Investment Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2021 and held it in 9 quarters.
Freedom Investment Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $673K in Q2 2021.
390 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2023.

Based on Freedom Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.