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Morton Brown Family Wealth’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Morton Brown Family 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
Q2 		– Sell
-320
Closed -$11.4K – 287
2023
Q1 		$11.4K Buy
+320
New +$11.3K 0.01% 121

Other funds holding USHY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Morton Brown Family Wealth's USHY Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2023, closing a stake of 320 shares — an estimated $11.4K sold.

Morton Brown Family Wealth first reported a position in USHY in Q1 2023 and held it in 1 quarter. The position peaked at $11.4K in Q1 2023. 390 funds tracked by Wall St. Rank hold USHY as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 320 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2023, an estimated $11.4K.
  • Morton Brown Family Wealth first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's iShares Broad USD High Yield Corporate Bond ETF position peaked at $11.4K in Q1 2023.
  • 390 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.