GP
USHY icon

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

Geneva Partners’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
-9,987
Closed -$411K – 119
2021
Q4 		$411K Buy
9,987
+107
+1% +$4.4K 0.19% 78
2021
Q3 		$410K Buy
9,880
+4
+0% +$166 0.19% 72
2021
Q2 		$412K Buy
9,876
+83
+0.8% +$3.43K 0.19% 81
2021
Q1 		$403K Sell
9,793
-98
-1% -$4.03K 0.21% 70
2020
Q4 		$408K Buy
9,891
+115
+1% +$4.64K 0.22% 78
2020
Q3 		$386K Buy
9,776
+40
+0.4% +$1.58K 0.24% 67
2020
Q2 		$372K Buy
+9,736
New +$364K 0.26% 67
2020
Q1 		– Sell
-9,164
Closed -$377K – 78
2019
Q4 		$377K Buy
+9,164
New +$373K 0.26% 60

Other funds holding USHY

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return