NSIM
USHY icon

North Star Investment Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

North Star Investment Management’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
Q1 		– Sell
-50
Closed -$2K – 1212
2021
Q4 		$2K Buy
+50
New +$2.06K ﹤0.01% 1098

Other funds holding USHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

North Star Investment Management's USHY Position: Q1 2022 in Review

North Star Investment Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2022, closing a stake of 50 shares — an estimated $2K sold.

North Star Investment Management first reported a position in USHY in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 350 funds tracked by Wall St. Rank hold USHY as of Q1 2022.

  • North Star Investment Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • North Star Investment Management sold 50 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2022, an estimated $2K.
  • North Star Investment Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • North Star Investment Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $2K in Q4 2021.
  • 350 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2022.

Based on North Star Investment Management's 13F filing for Q1 2022, filed 3 May 2022.