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Moss Adams Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Moss Adams Wealth Advisors’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
-4
Closed -$143 – 180
2023
Q1 		$143 Hold
4
– – ﹤0.01% 181
2022
Q4 		$139 Buy
+4
New +$138 ﹤0.01% 181

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

Moss Adams Wealth Advisors's USHY Position: Q2 2023 in Review

Moss Adams Wealth Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2023, closing a stake of 4 shares — an estimated $143 sold.

Moss Adams Wealth Advisors first reported a position in USHY in Q4 2022 and held it in 2 quarters. The position peaked at $143 in Q1 2023. 390 funds tracked by Wall St. Rank hold USHY as of Q2 2023.

  • Moss Adams Wealth Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 4 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2023, an estimated $143.
  • Moss Adams Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Moss Adams Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $143 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 Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.