GI
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Gradient Investments’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Gradient Investments’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
Q3 		– Sell
-1,776
Closed -$64.4K – 1236
2024
Q2 		$64.4K Buy
1,776
+1,689
+1,941% +$61.1K ﹤0.01% 457
2024
Q1 		$3.19K Buy
87
+75
+625% +$2.73K ﹤0.01% 785
2023
Q4 		$436 Sell
12
-44
-79% -$1.54K ﹤0.01% 1629
2023
Q3 		$1.94K Buy
56
+1
+2% +$35 ﹤0.01% 1184
2023
Q2 		$1.94K Sell
55
-311
-85% -$10.9K ﹤0.01% 1164
2023
Q1 		$13K Sell
366
-2,125
-85% -$74.7K ﹤0.01% 755
2022
Q4 		$86K Buy
2,491
+2,056
+473% +$71.1K ﹤0.01% 411
2022
Q3 		$15K Sell
435
-25
-5% -$889 ﹤0.01% 724
2022
Q2 		$16K Buy
+460
New +$16.9K ﹤0.01% 693
2021
Q3 		– Sell
-280
Closed -$12K – 1258
2021
Q2 		$12K Buy
280
+179
+177% +$7.39K ﹤0.01% 734
2021
Q1 		$4K Buy
101
+33
+49% +$1.36K ﹤0.01% 925
2020
Q4 		$3K Hold
68
– – ﹤0.01% 909
2020
Q3 		$3K Buy
68
+14
+26% +$553 ﹤0.01% 914
2020
Q2 		$2K Hold
54
– – ﹤0.01% 920
2020
Q1 		$2K Buy
+54
New +$2.13K ﹤0.01% 940

Other funds holding USHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Gradient Investments's USHY Position: Q3 2024 in Review

Gradient Investments sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2024, closing a stake of 1,776 shares — an estimated $64.4K sold.

Gradient Investments first reported a position in USHY in Q1 2020 and held it in 15 quarters. The position peaked at $86K in Q4 2022. 500 funds tracked by Wall St. Rank hold USHY as of Q3 2024.

  • Gradient Investments reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 1,776 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2024, an estimated $64.4K.
  • Gradient Investments first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2020 and held it in 15 quarters.
  • Gradient Investments's iShares Broad USD High Yield Corporate Bond ETF position peaked at $86K in Q4 2022.
  • 500 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.