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

RBA Wealth 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 Q3	–	Sell	-22,143	Closed	-$767K	–	93
2022 Q2	$767K	Sell	22,143 -1,664	-7%	-$61K	0.43%	55
2022 Q1	$925K	Buy	23,807 +495	+2%	+$19.6K	0.44%	56
2021 Q4	$960K	Buy	+23,312	New	+$959K	0.45%	55
2021 Q1	–	Sell	-16,357	Closed	-$675K	–	267
2020 Q4	$675K	Buy	16,357 +1,055	+7%	+$42.6K	0.41%	68
2020 Q3	$604K	Sell	15,302 -221	-1%	-$8.73K	0.41%	69
2020 Q2	$593K	Buy	15,523 +46	+0.3%	+$1.72K	0.43%	67
2020 Q1	$549K	Buy	+15,477	New	+$611K	0.47%	65

Other funds holding USHY

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

RBA Wealth Management's USHY Position: Q3 2022 in Review

RBA Wealth Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2022, closing a stake of 22,143 shares — an estimated $767K sold.

RBA Wealth Management first reported a position in USHY in Q1 2020 and held it in 7 quarters. The position peaked at $960K in Q4 2021. 345 funds tracked by Wall St. Rank hold USHY as of Q3 2022.

RBA Wealth Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
RBA Wealth Management sold 22,143 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2022, an estimated $767K.
RBA Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2020 and held it in 7 quarters.
RBA Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $960K in Q4 2021.
345 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2022.

Based on RBA Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.