ICA Group Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

ICA Group 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
2024 Q2	–	Sell	-2,001	Closed	-$73.2K	–	1307
2024 Q1	$73.2K	Sell	2,001 -128	-6%	-$4.65K	0.01%	474
2023 Q4	$77.4K	Buy	+2,129	New	+$74.7K	0.02%	415
2023 Q3	–	Sell	-2,026	Closed	-$71.5K	–	1174
2023 Q2	$71.5K	Buy	2,026 +1,426	+238%	+$50K	0.02%	411
2023 Q1	$21.3K	Sell	600 -2,788	-82%	-$98K	0.01%	648
2022 Q4	$117K	Sell	3,388 -3,537	-51%	-$122K	0.03%	331
2022 Q3	$233K	Sell	6,925 -978	-12%	-$34.8K	0.05%	316
2022 Q2	$287K	Sell	7,903 -1,724	-18%	-$63.2K	0.05%	296
2022 Q1	$354K	Buy	+9,627	New	+$380K	0.07%	241

Other funds holding USHY

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

OPAM

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

ICA Group Wealth Management's USHY Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2024, closing a stake of 2,001 shares — an estimated $73.2K sold.

ICA Group Wealth Management first reported a position in USHY in Q1 2022 and held it in 8 quarters. The position peaked at $354K in Q1 2022. 470 funds tracked by Wall St. Rank hold USHY as of Q2 2024.

ICA Group Wealth Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 2,001 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2024, an estimated $73.2K.
ICA Group Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2022 and held it in 8 quarters.
ICA Group Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $354K in Q1 2022.
470 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.