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

Kelly Financial Services’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
-26
Closed -$931 – 722
2024
Q2 		$931 Buy
26
+1
+4% +$36 ﹤0.01% 658
2024
Q1 		$923 Hold
25
– – ﹤0.01% 685
2023
Q4 		$905 Sell
25
-85
-77% -$2.98K ﹤0.01% 659
2023
Q3 		$3.81K Sell
110
-11
-9% -$386 ﹤0.01% 481
2023
Q2 		$4.29K Buy
121
+83
+218% +$2.91K ﹤0.01% 464
2023
Q1 		$1.34K Sell
38
-730
-95% -$25.7K ﹤0.01% 562
2022
Q4 		$26.5K Buy
768
+24
+3% +$829 0.01% 238
2022
Q3 		$25K Buy
744
+731
+5,623% +$26K 0.01% 230
2022
Q2 		$440 Hold
13
– – ﹤0.01% 610
2022
Q1 		$487 Buy
13
+1
+8% +$40 ﹤0.01% 610
2021
Q4 		$511 Sell
12
-52
-81% -$2.14K ﹤0.01% 623
2021
Q3 		$2.67K Sell
64
-439
-87% -$18.2K ﹤0.01% 485
2021
Q2 		$12K Buy
503
+491
+4,092% +$20.3K ﹤0.01% 575
2021
Q1 		$490 Hold
12
– – ﹤0.01% 584
2020
Q4 		$487 Hold
12
– – ﹤0.01% 541
2020
Q3 		$457 Buy
12
+1
+9% +$39 ﹤0.01% 520
2020
Q2 		$437 Hold
11
– – ﹤0.01% 539
2020
Q1 		$400 Hold
11
– – ﹤0.01% 509
2019
Q4 		$459 Buy
+11
New +$448 ﹤0.01% 505

Other funds holding USHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
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
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
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Kelly Financial Services's USHY Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2024, closing a stake of 26 shares — an estimated $931 sold.

Kelly Financial Services first reported a position in USHY in Q4 2019 and held it in 19 quarters. The position peaked at $26.5K in Q4 2022. 500 funds tracked by Wall St. Rank hold USHY as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 26 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2024, an estimated $931.
  • Kelly Financial Services first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2019 and held it in 19 quarters.
  • Kelly Financial Services's iShares Broad USD High Yield Corporate Bond ETF position peaked at $26.5K in Q4 2022.
  • 500 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.