Householder Group Estate & Retirement Specialist’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-2,544	Closed	-$95K	–	1183
2024 Q3	$95K	Sell	2,544 -2,339	-48%	-$86.4K	0.03%	373
2024 Q2	$177K	Sell	4,883 -481	-9%	-$17.4K	0.05%	257
2024 Q1	$196K	Buy	5,364 +38	+0.7%	+$1.38K	0.06%	244
2023 Q4	$193K	Sell	5,326 -2,032	-28%	-$71.3K	0.06%	245
2023 Q3	$255K	Buy	+7,358	New	+$259K	0.09%	186
2023 Q1	$547K	Buy	+15,386	New	+$541K	0.21%	99
2022 Q4	–	Sell	-17,066	Closed	-$573K	–	1091
2022 Q3	$573K	Sell	17,066 -4,517	-21%	-$161K	0.24%	96
2022 Q2	$747K	Sell	21,583 -254	-1%	-$9.31K	0.33%	67
2022 Q1	$849K	Sell	21,837 -995	-4%	-$39.3K	0.34%	75
2021 Q4	$940K	Buy	+22,832	New	+$939K	0.35%	76

Other funds holding USHY

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's USHY Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2024, closing a stake of 2,544 shares — an estimated $95K sold.

Householder Group Estate & Retirement Specialist first reported a position in USHY in Q4 2021 and held it in 10 quarters. The position peaked at $940K in Q4 2021. 547 funds tracked by Wall St. Rank hold USHY as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 2,544 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2024, an estimated $95K.
Householder Group Estate & Retirement Specialist first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and held it in 10 quarters.
Householder Group Estate & Retirement Specialist's iShares Broad USD High Yield Corporate Bond ETF position peaked at $940K in Q4 2021.
547 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.