HFS
USHY icon

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

Heritage Financial Services’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
2022
Q3 		– Sell
-4,958
Closed -$171K – 452
2022
Q2 		$171K Buy
+4,958
New +$182K 0.1% 73

Other funds holding USHY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Heritage Financial Services's USHY Position: Q3 2022 in Review

Heritage Financial Services sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2022, closing a stake of 4,958 shares — an estimated $171K sold.

Heritage Financial Services first reported a position in USHY in Q2 2022 and held it in 1 quarter. The position peaked at $171K in Q2 2022. 345 funds tracked by Wall St. Rank hold USHY as of Q3 2022.

  • Heritage Financial Services reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 4,958 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2022, an estimated $171K.
  • Heritage Financial Services first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's iShares Broad USD High Yield Corporate Bond ETF position peaked at $171K in Q2 2022.
  • 345 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.