Menard Financial Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Menard Financial Group’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
2022 Q1	–	Sell	-9,601	Closed	-$395K	–	155
2021 Q4	$395K	Buy	9,601 +191	+2%	+$7.85K	0.32%	89
2021 Q3	$391K	Buy	9,410 +274	+3%	+$11.4K	0.34%	94
2021 Q2	$381K	Buy	9,136 +1,750	+24%	+$72.3K	0.36%	87
2021 Q1	$304K	Sell	7,386 -1,484	-17%	-$61.1K	0.33%	102
2020 Q4	$366K	Sell	8,870 -370	-4%	-$14.9K	0.39%	78
2020 Q3	$365K	Buy	+9,240	New	+$365K	0.42%	61
2020 Q2	–	Sell	-31,956	Closed	-$1.13M	–	120
2020 Q1	$1.13M	Buy	+31,956	New	+$1.26M	3.74%	12

Other funds holding USHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Menard Financial Group's USHY Position: Q1 2022 in Review

Menard Financial Group sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2022, closing a stake of 9,601 shares — an estimated $395K sold.

Menard Financial Group first reported a position in USHY in Q1 2020 and held it in 7 quarters. The position peaked at $1.13M in Q1 2020. 350 funds tracked by Wall St. Rank hold USHY as of Q1 2022.

Menard Financial Group reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Menard Financial Group sold 9,601 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2022, an estimated $395K.
Menard Financial Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2020 and held it in 7 quarters.
Menard Financial Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.13M in Q1 2020.
350 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2022.

Based on Menard Financial Group's 13F filing for Q1 2022, filed 25 Apr 2022.