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

Kiely Wealth Advisory Group’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
Q4 		$1.49K Hold
40
– – ﹤0.01% 295
2024
Q3 		$1.49K Hold
40
– – ﹤0.01% 295
2024
Q2 		$1.46K Hold
40
– – ﹤0.01% 284
2024
Q1 		$1.44K Hold
40
– – ﹤0.01% 260
2023
Q4 		$1.46K Buy
+40
New +$1.4K ﹤0.01% 252

Other funds holding USHY

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Kiely Wealth Advisory Group's USHY Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q4 2024 at 40 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Kiely Wealth Advisory Group first reported a position in USHY in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.49K in Q3 2024. 547 funds tracked by Wall St. Rank hold USHY as of Q4 2024.

  • Kiely Wealth Advisory Group held 40 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.49K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares Broad USD High Yield Corporate Bond ETF share count unchanged in Q4 2024.
  • iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #295 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.49K in Q3 2024.
  • 547 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.