Horst & Graben Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Horst & Graben Wealth 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
2021 Q3	–	Sell	-14,233	Closed	-$594K	–	141
2021 Q2	$594K	Buy	14,233 +1,397	+11%	+$57.7K	0.17%	70
2021 Q1	$529K	Buy	12,836 +2,741	+27%	+$113K	0.17%	77
2020 Q4	$417K	Buy	10,095 +2,123	+27%	+$85.6K	0.14%	80
2020 Q3	$315K	Buy	+7,972	New	+$315K	0.12%	91
2020 Q2	–	Sell	-10,675	Closed	-$379K	–	105
2020 Q1	$379K	Buy	+10,675	New	+$422K	0.2%	64

Other funds holding USHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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 $2.86B AUM 12.86% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Horst & Graben Wealth Management's USHY Position: Q3 2021 in Review

Horst & Graben Wealth Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2021, closing a stake of 14,233 shares — an estimated $594K sold.

Horst & Graben Wealth Management first reported a position in USHY in Q1 2020 and held it in 5 quarters. The position peaked at $594K in Q2 2021. 323 funds tracked by Wall St. Rank hold USHY as of Q3 2021.

Horst & Graben Wealth Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Horst & Graben Wealth Management sold 14,233 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2021, an estimated $594K.
Horst & Graben Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2020 and held it in 5 quarters.
Horst & Graben Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $594K 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 Horst & Graben Wealth Management's 13F filing for Q3 2021, filed 2 Nov 2021.