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Premier Path Wealth Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Premier Path Wealth Partners’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
Q2 		– Sell
-64,436
Closed -$2.29M – 382
2024
Q1 		$2.29M Buy
64,436
+27,413
+74% +$996K 0.43% 54
2023
Q4 		$1.42M Buy
+37,023
New +$1.3M 0.31% 79

Other funds holding USHY

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Premier Path Wealth Partners's USHY Position: Q2 2024 in Review

Premier Path Wealth Partners sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2024, closing a stake of 64,436 shares — an estimated $2.29M sold.

Premier Path Wealth Partners first reported a position in USHY in Q4 2023 and held it in 2 quarters. The position peaked at $2.29M in Q1 2024. 470 funds tracked by Wall St. Rank hold USHY as of Q2 2024.

  • Premier Path Wealth Partners reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Premier Path Wealth Partners sold 64,436 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2024, an estimated $2.29M.
  • Premier Path Wealth Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Premier Path Wealth Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $2.29M in Q1 2024.
  • 470 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2024.

Based on Premier Path Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.