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Houlihan Financial Resource Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Houlihan Financial Resource Group’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
Q3 		– Sell
-20,894
Closed -$733K – 161
2023
Q2 		$733K Buy
+20,894
New +$733K 0.02% 97

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Houlihan Financial Resource Group's USHY Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2023, closing a stake of 20,894 shares — an estimated $733K sold.

Houlihan Financial Resource Group first reported a position in USHY in Q2 2023 and held it in 1 quarter. The position peaked at $733K in Q2 2023. 406 funds tracked by Wall St. Rank hold USHY as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 20,894 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2023, an estimated $733K.
  • Houlihan Financial Resource Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Houlihan Financial Resource Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $733K in Q2 2023.
  • 406 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.