IFG Advisory’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

IFG Advisory’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 Q3	–	Sell	-20,370	Closed	-$739K	–	608
2024 Q2	$739K	Buy	20,370 +1,378	+7%	+$49.8K	0.05%	338
2024 Q1	$695K	Buy	+18,992	New	+$690K	0.05%	283
2023 Q1	–	Sell	-12,764	Closed	-$440K	–	526
2022 Q4	$440K	Buy	12,764 +915	+8%	+$31.6K	0.04%	332
2022 Q3	$398K	Sell	11,849 -41	-0.3%	-$1.46K	0.04%	358
2022 Q2	$411K	Buy	11,890 +24	+0.2%	+$880	0.04%	319
2022 Q1	$461K	Buy	+11,866	New	+$469K	0.05%	317

Other funds holding USHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

RJA

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

Goldman Sachs New York $871B AUM 31.28% 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

IFG Advisory's USHY Position: Q3 2024 in Review

IFG Advisory sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2024, closing a stake of 20,370 shares — an estimated $739K sold.

IFG Advisory first reported a position in USHY in Q1 2022 and held it in 6 quarters. The position peaked at $739K in Q2 2024. 500 funds tracked by Wall St. Rank hold USHY as of Q3 2024.

IFG Advisory reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
IFG Advisory sold 20,370 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2024, an estimated $739K.
IFG Advisory first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2022 and held it in 6 quarters.
IFG Advisory's iShares Broad USD High Yield Corporate Bond ETF position peaked at $739K in Q2 2024.
500 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2024.

Based on IFG Advisory's 13F filing for Q3 2024, filed 30 Oct 2024.