Lumature Wealth Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Lumature Wealth Partners’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	-57	Closed	-$2.03K	–	407
2023 Q1	$2.03K	Hold	57	–	–	﹤0.01%	359
2022 Q4	$1.97K	Hold	57	–	–	﹤0.01%	364
2022 Q3	$2K	Hold	57	–	–	﹤0.01%	375
2022 Q2	$2K	Hold	57	–	–	﹤0.01%	389
2022 Q1	$2K	Hold	57	–	–	﹤0.01%	389
2021 Q4	$2K	Sell	57 -37	-39%	-$1.52K	﹤0.01%	387
2021 Q3	$4K	Hold	94	–	–	﹤0.01%	379
2021 Q2	$4K	Buy	+94	New	+$3.88K	﹤0.01%	345

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 $336B AUM 34.66% 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 $5.29B AUM 8.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $1.44B AUM 23.16% 1-Year Est. Return

Lumature Wealth Partners's USHY Position: Q2 2023 in Review

Lumature Wealth Partners sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2023, closing a stake of 57 shares — an estimated $2.03K sold.

Lumature Wealth Partners first reported a position in USHY in Q2 2021 and held it in 8 quarters. The position peaked at $4K in Q3 2021. 390 funds tracked by Wall St. Rank hold USHY as of Q2 2023.

Lumature Wealth Partners reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Lumature Wealth Partners sold 57 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2023, an estimated $2.03K.
Lumature Wealth Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2021 and held it in 8 quarters.
Lumature Wealth Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $4K in Q3 2021.
390 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.