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

One 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 Q1	–	Sell	-3,039	Closed	-$105K	–	580
2022 Q4	$105K	Buy	+3,039	New	+$105K	0.02%	286
2022 Q2	–	Sell	-6,193	Closed	-$241K	–	214
2022 Q1	$241K	Buy	+6,193	New	+$245K	0.06%	181
2020 Q2	–	Sell	-6,505	Closed	-$231K	–	98
2020 Q1	$231K	Buy	+6,505	New	+$257K	0.23%	69

Other funds holding USHY

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

One Wealth Advisors's USHY Position: Q1 2023 in Review

One Wealth Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2023, closing a stake of 3,039 shares — an estimated $105K sold.

One Wealth Advisors first reported a position in USHY in Q1 2020 and held it in 3 quarters. The position peaked at $241K in Q1 2022. 391 funds tracked by Wall St. Rank hold USHY as of Q1 2023.

One Wealth Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 3,039 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2023, an estimated $105K.
One Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2020 and held it in 3 quarters.
One Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $241K in Q1 2022.
391 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.