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Hibernia Wealth Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Hibernia Wealth Partners’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
Closed -$208 – 317
2023
Q3 		$208 Buy
+6
New +$211 ﹤0.01% 339

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Wells Fargo
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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

Hibernia Wealth Partners's USHY Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2023, closing a stake of 6 shares — an estimated $208 sold.

Hibernia Wealth Partners first reported a position in USHY in Q3 2023 and held it in 1 quarter. The position peaked at $208 in Q3 2023. 448 funds tracked by Wall St. Rank hold USHY as of Q4 2023.

  • Hibernia Wealth Partners reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Hibernia Wealth Partners sold 6 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2023, an estimated $208.
  • Hibernia Wealth Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Hibernia Wealth Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $208 in Q3 2023.
  • 448 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.