Long Run Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Long Run Wealth Advisors’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 Q2	–	Sell	-14,963	Closed	-$532K	–	98
2023 Q1	$532K	Hold	14,963	–	–	0.18%	72
2022 Q4	$517K	Sell	14,963 -659	-4%	-$22.8K	0.19%	76
2022 Q3	$525K	Buy	15,622 +650	+4%	+$23.1K	0.21%	72
2022 Q2	$518K	Sell	14,972 -3,523	-19%	-$129K	0.2%	70
2022 Q1	$719K	Buy	18,495 +279	+2%	+$11K	0.25%	67
2021 Q4	$750K	Buy	+18,216	New	+$749K	0.26%	70

Other funds holding USHY

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Long Run Wealth Advisors's USHY Position: Q2 2023 in Review

Long Run Wealth Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2023, closing a stake of 14,963 shares — an estimated $532K sold.

Long Run Wealth Advisors first reported a position in USHY in Q4 2021 and held it in 6 quarters. The position peaked at $750K in Q4 2021. 390 funds tracked by Wall St. Rank hold USHY as of Q2 2023.

Long Run Wealth Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Long Run Wealth Advisors sold 14,963 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2023, an estimated $532K.
Long Run Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Long Run Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $750K in Q4 2021.
390 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2023.

Based on Long Run Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.