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Plancorp LLC’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Plancorp LLC’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
2024
Q1 		– Sell
-6,069
Closed -$221K – 302
2023
Q4 		$221K Buy
+6,069
New +$213K 0.01% 256

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Plancorp LLC's USHY Position: Q1 2024 in Review

Plancorp LLC sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2024, closing a stake of 6,069 shares — an estimated $221K sold.

Plancorp LLC first reported a position in USHY in Q4 2023 and held it in 1 quarter. The position peaked at $221K in Q4 2023. 453 funds tracked by Wall St. Rank hold USHY as of Q1 2024.

  • Plancorp LLC reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Plancorp LLC sold 6,069 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2024, an estimated $221K.
  • Plancorp LLC first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Plancorp LLC's iShares Broad USD High Yield Corporate Bond ETF position peaked at $221K in Q4 2023.
  • 453 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2024.

Based on Plancorp LLC's 13F filing for Q1 2024, filed 15 May 2024.