Liberty Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Liberty Wealth Management’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	-1,306	Closed	-$54K	–	1047
2021 Q3	$54K	Buy	1,306 +42	+3%	+$1.75K	0.02%	406
2021 Q2	$53K	Buy	1,264 +1,237	+4,581%	+$51.1K	0.02%	309
2021 Q1	$1K	Hold	27	–	–	﹤0.01%	906
2020 Q4	$1K	Hold	27	–	–	﹤0.01%	911
2020 Q3	$1K	Sell	27 -154	-85%	-$6.08K	﹤0.01%	834
2020 Q2	$0	Sell	181 -36	-17%	-$1.34K	﹤0.01%	986
2020 Q1	$8K	Buy	+217	New	+$8.57K	0.01%	504

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

Liberty Wealth Management's USHY Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2021, closing a stake of 1,306 shares — an estimated $54K sold.

Liberty Wealth Management first reported a position in USHY in Q1 2020 and held it in 7 quarters. The position peaked at $54K in Q3 2021. 359 funds tracked by Wall St. Rank hold USHY as of Q4 2021.

Liberty Wealth Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,306 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2021, an estimated $54K.
Liberty Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2020 and held it in 7 quarters.
Liberty Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $54K 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 Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.