HSA
USHY icon

HBK Sorce Advisory’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

HBK Sorce Advisory’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
2023
Q4 		– Sell
-6,719
Closed -$233K – 600
2023
Q3 		$233K Sell
6,719
-6,484
-49% -$228K 0.01% 480
2023
Q2 		$466K Buy
+13,203
New +$463K 0.02% 344

Other funds holding USHY

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HBK Sorce Advisory's USHY Position: Q4 2023 in Review

HBK Sorce Advisory sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2023, closing a stake of 6,719 shares — an estimated $233K sold.

HBK Sorce Advisory first reported a position in USHY in Q2 2023 and held it in 2 quarters. The position peaked at $466K in Q2 2023. 448 funds tracked by Wall St. Rank hold USHY as of Q4 2023.

  • HBK Sorce Advisory reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • HBK Sorce Advisory sold 6,719 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2023, an estimated $233K.
  • HBK Sorce Advisory first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
  • HBK Sorce Advisory's iShares Broad USD High Yield Corporate Bond ETF position peaked at $466K in Q2 2023.
  • 448 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2023.

Based on HBK Sorce Advisory's 13F filing for Q4 2023, filed 25 Jan 2024.