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

Halpern Financial’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
2021
Q3 		– Sell
-55
Closed -$2.29K – 286
2021
Q2 		$2.29K Hold
55
– – ﹤0.01% 213
2021
Q1 		$2.27K Buy
+55
New +$2.26K ﹤0.01% 215

Other funds holding USHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Halpern Financial's USHY Position: Q3 2021 in Review

Halpern Financial sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2021, closing a stake of 55 shares — an estimated $2.29K sold.

Halpern Financial first reported a position in USHY in Q1 2021 and held it in 2 quarters. The position peaked at $2.29K in Q2 2021. 323 funds tracked by Wall St. Rank hold USHY as of Q3 2021.

  • Halpern Financial reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Halpern Financial sold 55 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2021, an estimated $2.29K.
  • Halpern Financial first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Halpern Financial's iShares Broad USD High Yield Corporate Bond ETF position peaked at $2.29K in Q2 2021.
  • 323 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2021.

Based on Halpern Financial's 13F filing for Q3 2021, filed 21 Sep 2023.