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

Monterey 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
2022
Q2 		– Sell
-5,567
Closed -$217K – 122
2022
Q1 		$217K Buy
+5,567
New +$220K 0.1% 114

Other funds holding USHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Monterey Private Wealth's USHY Position: Q2 2022 in Review

Monterey Private Wealth sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2022, closing a stake of 5,567 shares — an estimated $217K sold.

Monterey Private Wealth first reported a position in USHY in Q1 2022 and held it in 1 quarter. The position peaked at $217K in Q1 2022. 349 funds tracked by Wall St. Rank hold USHY as of Q2 2022.

  • Monterey Private Wealth reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Monterey Private Wealth sold 5,567 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2022, an estimated $217K.
  • Monterey Private Wealth first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Monterey Private Wealth's iShares Broad USD High Yield Corporate Bond ETF position peaked at $217K in Q1 2022.
  • 349 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2022.

Based on Monterey Private Wealth's 13F filing for Q2 2022, filed 13 Jul 2022.