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Money Concepts Capital’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Money Concepts Capital’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
-441
Closed -$15.2K – 2770
2022
Q4 		$15.2K Buy
441
+317
+256% +$11K ﹤0.01% 1813
2022
Q3 		$4K Hold
124
– – ﹤0.01% 1291
2022
Q2 		$4K Sell
124
-172
-58% -$6.31K ﹤0.01% 1239
2022
Q1 		$12K Buy
296
+175
+145% +$6.92K ﹤0.01% 1861
2021
Q4 		$5K Buy
+121
New +$4.98K ﹤0.01% 710

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

Money Concepts Capital's USHY Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2023, closing a stake of 441 shares — an estimated $15.2K sold.

Money Concepts Capital first reported a position in USHY in Q4 2021 and held it in 5 quarters. The position peaked at $15.2K in Q4 2022. 391 funds tracked by Wall St. Rank hold USHY as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 441 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2023, an estimated $15.2K.
  • Money Concepts Capital first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
  • Money Concepts Capital's iShares Broad USD High Yield Corporate Bond ETF position peaked at $15.2K in Q4 2022.
  • 391 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.