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Provence Wealth Management Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Provence Wealth Management Group’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
Q4 		$2.94K Hold
81
– – ﹤0.01% 386
2023
Q3 		$2.81K Buy
+81
New +$2.85K ﹤0.01% 391

Other funds holding USHY

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $5.29B AUM 8.96% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Provence Wealth Management Group's USHY Position: Q4 2023 in Review

Provence Wealth Management Group held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q4 2023 at 81 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Provence Wealth Management Group first reported a position in USHY in Q3 2023 and has held it in 2 quarters since. 448 funds tracked by Wall St. Rank hold USHY as of Q4 2023.

  • Provence Wealth Management Group held 81 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2.94K as of Q4 2023.
  • Provence Wealth Management Group left its iShares Broad USD High Yield Corporate Bond ETF share count unchanged in Q4 2023.
  • iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #386 holding.
  • Provence Wealth Management Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2023 and has held it in 2 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.