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Galvin Gaustad & Stein’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Galvin Gaustad & Stein’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
-21,408
Closed -$778K – 193
2023
Q4 		$778K Buy
21,408
+1,578
+8% +$55.3K 0.07% 102
2023
Q3 		$688K Buy
19,830
+646
+3% +$22.7K 0.07% 102
2023
Q2 		$677K Buy
19,184
+10,593
+123% +$372K 0.07% 106
2023
Q1 		$305K Buy
+8,591
New +$302K 0.03% 140

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 $4.81B AUM 4.62% 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

Galvin Gaustad & Stein's USHY Position: Q1 2024 in Review

Galvin Gaustad & Stein sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2024, closing a stake of 21,408 shares — an estimated $778K sold.

Galvin Gaustad & Stein first reported a position in USHY in Q1 2023 and held it in 4 quarters. The position peaked at $778K in Q4 2023. 453 funds tracked by Wall St. Rank hold USHY as of Q1 2024.

  • Galvin Gaustad & Stein reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Galvin Gaustad & Stein sold 21,408 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2024, an estimated $778K.
  • Galvin Gaustad & Stein first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2023 and held it in 4 quarters.
  • Galvin Gaustad & Stein's iShares Broad USD High Yield Corporate Bond ETF position peaked at $778K 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 Galvin Gaustad & Stein's 13F filing for Q1 2024, filed 15 Apr 2024.