Realta Investment Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Realta Investment 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
2024 Q4	–	Sell	-582	Closed	-$21.7K	–	411
2024 Q3	$21.7K	Sell	582 -12,251	-95%	-$453K	0.01%	274
2024 Q2	$466K	Buy	12,833 +8,923	+228%	+$323K	0.09%	238
2024 Q1	$143K	Buy	+3,910	New	+$142K	0.03%	447
2020 Q1	–	Sell	-43	Closed	-$2K	–	1328
2019 Q4	$2K	Sell	43 -10,693	-100%	-$435K	﹤0.01%	1499
2019 Q3	$440K	Buy	+10,736	New	+$438K	0.12%	196

Other funds holding USHY

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Realta Investment Advisors's USHY Position: Q4 2024 in Review

Realta Investment Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2024, closing a stake of 582 shares — an estimated $21.7K sold.

Realta Investment Advisors first reported a position in USHY in Q3 2019 and held it in 5 quarters. The position peaked at $466K in Q2 2024. 547 funds tracked by Wall St. Rank hold USHY as of Q4 2024.

Realta Investment Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Realta Investment Advisors sold 582 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2024, an estimated $21.7K.
Realta Investment Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2019 and held it in 5 quarters.
Realta Investment Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $466K in Q2 2024.
547 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.