HBS
QHY

Howard Bailey Securities’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Howard Bailey Securities’s Portfolio QHY Stock Details QHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$248K Buy
5,439
+411
+8% +$19K 0.1% 110
2025
Q4 		$234K Sell
5,028
-53,944
-91% -$2.51M 0.09% 124
2025
Q3 		$2.75M Buy
58,972
+4,626
+9% +$214K 0.78% 34
2025
Q2 		$2.51M Buy
54,346
+2,101
+4% +$94.9K 0.77% 36
2025
Q1 		$2.36M Buy
52,245
+4,413
+9% +$201K 0.79% 38
2024
Q4 		$2.16M Buy
47,832
+1,599
+3% +$73.1K 0.8% 36
2024
Q3 		$2.14M Buy
+46,233
New +$2.11M 0.81% 35

Other funds holding QHY

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return