NS
QHY

NBC Securities’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

NBC Securities’s Portfolio QHY Stock Details QHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$880K Sell
19,319
-2,271
-11% -$105K 0.07% 313
2025
Q4 		$1M Buy
21,590
+3,259
+18% +$151K 0.08% 281
2025
Q3 		$853K Sell
18,331
-743
-4% -$34.4K 0.07% 325
2025
Q2 		$879K Sell
19,074
-277
-1% -$12.5K 0.07% 302
2025
Q1 		$872K Buy
19,351
+19,333
+107,406% +$880K 0.07% 280
2024
Q4 		$853 Sell
18
-17,924
-100% -$820K 0.08% 271
2024
Q3 		$828K Buy
17,942
+4,089
+30% +$187K 0.07% 300
2024
Q2 		$617K Buy
13,853
+866
+7% +$38.7K 0.06% 363
2024
Q1 		$588K Buy
12,987
+3,216
+33% +$145K 0.06% 388
2023
Q4 		$443K Buy
9,771
+4,251
+77% +$186K 0.04% 456
2023
Q3 		$238K Buy
+5,520
New +$243K 0.03% 628

Other funds holding QHY

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return