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Kowal Investment Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Kowal Investment 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
2021
Q4 		– Sell
-167
Closed -$7K – 891
2021
Q3 		$7K Buy
+167
New +$6.94K ﹤0.01% 587

Other funds holding USHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kowal Investment Group's USHY Position: Q4 2021 in Review

Kowal Investment Group sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2021, closing a stake of 167 shares — an estimated $7K sold.

Kowal Investment Group first reported a position in USHY in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 359 funds tracked by Wall St. Rank hold USHY as of Q4 2021.

  • Kowal Investment Group reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 167 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2021, an estimated $7K.
  • Kowal Investment Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $7K 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 Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.