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Leelyn Smith’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Leelyn Smith’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
2023
Q1 		– Sell
-78
Closed -$2.69K – 413
2022
Q4 		$2.69K Sell
78
-94
-55% -$3.25K ﹤0.01% 401
2022
Q3 		$6K Buy
172
+94
+121% +$3.34K ﹤0.01% 358
2022
Q2 		$3K Buy
+78
New +$2.86K ﹤0.01% 355
2022
Q1 		– Sell
-90
Closed -$4K – 404
2021
Q4 		$4K Buy
90
+30
+50% +$1.23K ﹤0.01% 333
2021
Q3 		$2K Sell
60
-2
-3% -$83 ﹤0.01% 342
2021
Q2 		$3K Sell
62
-2
-3% -$83 ﹤0.01% 331
2021
Q1 		$3K Sell
64
-1
-2% -$41 ﹤0.01% 348
2020
Q4 		$3K Sell
65
-1
-2% -$40 ﹤0.01% 327
2020
Q3 		$3K Sell
66
-34
-34% -$1.34K ﹤0.01% 311
2020
Q2 		$4K Sell
100
-19
-16% -$710 ﹤0.01% 370
2020
Q1 		$4K Buy
119
+42
+55% +$1.66K ﹤0.01% 299
2019
Q4 		$3 Buy
+77
New +$3.13K ﹤0.01% 297

Other funds holding USHY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Leelyn Smith's USHY Position: Q1 2023 in Review

Leelyn Smith sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2023, closing a stake of 78 shares — an estimated $2.69K sold.

Leelyn Smith first reported a position in USHY in Q4 2019 and held it in 12 quarters. The position peaked at $6K in Q3 2022. 391 funds tracked by Wall St. Rank hold USHY as of Q1 2023.

  • Leelyn Smith reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 78 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2023, an estimated $2.69K.
  • Leelyn Smith first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
  • Leelyn Smith's iShares Broad USD High Yield Corporate Bond ETF position peaked at $6K in Q3 2022.
  • 391 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.