H&H Retirement Design & Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

H&H Retirement Design & Management’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	-5,716	Closed	-$210K	–	83
2024 Q2	$210K	Buy	+5,716	New	+$207K	0.13%	85
2023 Q1	–	Sell	-50,175	Closed	-$1.8M	–	91
2022 Q4	$1.8M	Buy	50,175 +35	+0.1%	+$1.21K	1.52%	17
2022 Q3	$1.68M	Sell	50,140 -4,960	-9%	-$176K	1.59%	18
2022 Q2	$2.01M	Sell	55,100 -5,355	-9%	-$196K	1.47%	17
2022 Q1	$2.29M	Buy	60,455 +7,170	+13%	+$283K	1.56%	18
2021 Q4	$2.1M	Buy	+53,285	New	+$2.19M	1.33%	21

Other funds holding USHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $871B AUM 31.28% 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 $52.5B AUM 27.12% 1-Year Est. Return

H&H Retirement Design & Management's USHY Position: Q3 2024 in Review

H&H Retirement Design & Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2024, closing a stake of 5,716 shares — an estimated $210K sold.

H&H Retirement Design & Management first reported a position in USHY in Q4 2021 and held it in 6 quarters. The position peaked at $2.29M in Q1 2022. 500 funds tracked by Wall St. Rank hold USHY as of Q3 2024.

H&H Retirement Design & Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
H&H Retirement Design & Management sold 5,716 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2024, an estimated $210K.
H&H Retirement Design & Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
H&H Retirement Design & Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $2.29M in Q1 2022.
500 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2024.

Based on H&H Retirement Design & Management's 13F filing for Q3 2024, filed 16 Oct 2024.