MFT
USHY icon

Moisand Fitzgerald Tamayo’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Moisand Fitzgerald Tamayo’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
Q1 		– Sell
-85
Closed -$2.94K – 819
2022
Q4 		$2.94K Buy
+85
New +$2.94K ﹤0.01% 483
2021
Q1 		– Sell
-31
Closed -$1K – 404
2020
Q4 		$1K Sell
31
-111
-78% -$4.48K ﹤0.01% 344
2020
Q3 		$6K Buy
+142
New +$5.61K ﹤0.01% 237

Other funds holding USHY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Moisand Fitzgerald Tamayo's USHY Position: Q1 2023 in Review

Moisand Fitzgerald Tamayo sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2023, closing a stake of 85 shares — an estimated $2.94K sold.

Moisand Fitzgerald Tamayo first reported a position in USHY in Q3 2020 and held it in 3 quarters. The position peaked at $6K in Q3 2020. 391 funds tracked by Wall St. Rank hold USHY as of Q1 2023.

  • Moisand Fitzgerald Tamayo reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 85 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2023, an estimated $2.94K.
  • Moisand Fitzgerald Tamayo first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2020 and held it in 3 quarters.
  • Moisand Fitzgerald Tamayo's iShares Broad USD High Yield Corporate Bond ETF position peaked at $6K in Q3 2020.
  • 391 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2023, filed 5 May 2023.