Melone Private Wealth’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Melone Private Wealth’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 Q4	–	Sell	-8,301	Closed	-$288K	–	54
2023 Q3	$288K	Buy	8,301 +67	+0.8%	+$2.35K	0.21%	49
2023 Q2	$291K	Buy	8,234 +65	+0.8%	+$2.28K	0.21%	50
2023 Q1	$286K	Buy	8,169 +46	+0.6%	+$1.62K	0.22%	48
2022 Q4	$280K	Sell	8,123 -2,594	-24%	-$89.6K	0.24%	50
2022 Q3	$367K	Buy	10,717 +35	+0.3%	+$1.24K	0.32%	50
2022 Q2	$375K	Buy	10,682 +51	+0.5%	+$1.87K	0.32%	50
2022 Q1	$399K	Sell	10,631 -8,455	-44%	-$334K	0.33%	52
2021 Q4	$786K	Buy	+19,086	New	+$785K	0.59%	40

Other funds holding USHY

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Melone Private Wealth's USHY Position: Q4 2023 in Review

Melone Private Wealth sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2023, closing a stake of 8,301 shares — an estimated $288K sold.

Melone Private Wealth first reported a position in USHY in Q4 2021 and held it in 8 quarters. The position peaked at $786K in Q4 2021. 448 funds tracked by Wall St. Rank hold USHY as of Q4 2023.

Melone Private Wealth reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Melone Private Wealth sold 8,301 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2023, an estimated $288K.
Melone Private Wealth first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and held it in 8 quarters.
Melone Private Wealth's iShares Broad USD High Yield Corporate Bond ETF position peaked at $786K in Q4 2021.
448 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2023.

Based on Melone Private Wealth's 13F filing for Q4 2023, filed 12 Jan 2024.