Ironwood Financial’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-245	Closed	-$10K	–	515
2021 Q3	$10K	Hold	245	–	–	﹤0.01%	370
2021 Q2	$10K	Buy	245 +6	+3%	+$248	﹤0.01%	367
2021 Q1	$10K	Hold	239	–	–	﹤0.01%	343
2020 Q4	$10K	Hold	239	–	–	﹤0.01%	321
2020 Q3	$9K	Hold	239	–	–	﹤0.01%	274
2020 Q2	$9K	Buy	239 +73	+44%	+$2.73K	﹤0.01%	257
2020 Q1	$6K	Buy	+166	New	+$6.56K	﹤0.01%	262

Other funds holding USHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ironwood Financial's USHY Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2021, closing a stake of 245 shares — an estimated $10K sold.

Ironwood Financial first reported a position in USHY in Q1 2020 and held it in 7 quarters. The position peaked at $10K in Q3 2021. 359 funds tracked by Wall St. Rank hold USHY as of Q4 2021.

Ironwood Financial reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 245 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2021, an estimated $10K.
Ironwood Financial first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2020 and held it in 7 quarters.
Ironwood Financial's iShares Broad USD High Yield Corporate Bond ETF position peaked at $10K in Q3 2021.
359 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.