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

Gainplan’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
Q4 		– Sell
-33,642
Closed -$1.17M – 55
2023
Q3 		$1.17M Buy
33,642
+3,030
+10% +$106K 1.62% 17
2023
Q2 		$1.08M Buy
30,612
+3,761
+14% +$132K 0.59% 17
2023
Q1 		$955K Sell
26,851
-3,030
-10% -$107K 0.61% 18
2022
Q4 		$1.03M Buy
+29,881
New +$1.03M 2.46% 12

Other funds holding USHY

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

Gainplan's USHY Position: Q4 2023 in Review

Gainplan sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2023, closing a stake of 33,642 shares — an estimated $1.17M sold.

Gainplan first reported a position in USHY in Q4 2022 and held it in 4 quarters. The position peaked at $1.17M in Q3 2023. 449 funds tracked by Wall St. Rank hold USHY as of Q4 2023.

  • Gainplan reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Gainplan sold 33,642 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2023, an estimated $1.17M.
  • Gainplan first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
  • Gainplan's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.17M in Q3 2023.
  • 449 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2023.

Based on Gainplan's 13F filing for Q4 2023, filed 8 Feb 2024.