GYL Financial Synergies’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

GYL Financial Synergies’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	$334K	Hold	8,867	–	–	0.03%	282
2024 Q2	$322K	Sell	8,867 -999	-10%	-$36.1K	0.02%	288
2024 Q1	$361K	Sell	9,866 -7,617	-44%	-$277K	0.03%	279
2023 Q4	$636K	Buy	17,483 +5,302	+44%	+$186K	0.05%	219
2023 Q3	$423K	Buy	12,181 +1,653	+16%	+$58.1K	0.04%	247
2023 Q2	$372K	Sell	10,528 -1,489	-12%	-$52.2K	0.03%	265
2023 Q1	$427K	Sell	12,017 -73,739	-86%	-$2.59M	0.05%	205
2022 Q4	$2.96M	Buy	85,756 +45,468	+113%	+$1.57M	0.64%	31
2022 Q3	$1.35M	Buy	+40,288	New	+$1.43M	0.37%	40

Other funds holding USHY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

GYL Financial Synergies's USHY Position: Q3 2024 in Review

GYL Financial Synergies held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q3 2024 at 8,867 shares worth $334K. The position accounts for 0.03% of the portfolio, ranked #282.

GYL Financial Synergies first reported a position in USHY in Q3 2022 and has held it in 9 quarters since. The position peaked at $2.96M in Q4 2022. 501 funds tracked by Wall St. Rank hold USHY as of Q3 2024.

GYL Financial Synergies held 8,867 shares of iShares Broad USD High Yield Corporate Bond ETF worth $334K as of Q3 2024.
GYL Financial Synergies left its iShares Broad USD High Yield Corporate Bond ETF share count unchanged in Q3 2024.
iShares Broad USD High Yield Corporate Bond ETF made up 0.03% of GYL Financial Synergies's portfolio in Q3 2024, its #282 holding.
GYL Financial Synergies first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2022 and has held it in 9 quarters since.
GYL Financial Synergies's iShares Broad USD High Yield Corporate Bond ETF position peaked at $2.96M in Q4 2022.
501 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.