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

Regal 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
Q3 		– Sell
-6,085
Closed -$221K – 577
2024
Q2 		$221K Sell
6,085
-275
-4% -$9.94K 0.01% 526
2024
Q1 		$233K Sell
6,360
-1,167
-16% -$42.4K 0.02% 515
2023
Q4 		$274K Sell
7,527
-5
-0.1% -$175 0.02% 440
2023
Q3 		$261K Buy
7,532
+453
+6% +$15.9K 0.02% 413
2023
Q2 		$250K Sell
7,079
-1,010
-12% -$35.4K 0.02% 432
2023
Q1 		$288K Sell
8,089
-509
-6% -$17.9K 0.03% 406
2022
Q4 		$297K Buy
8,598
+277
+3% +$9.57K 0.03% 378
2022
Q3 		$280K Buy
8,321
+1,154
+16% +$41K 0.03% 379
2022
Q2 		$248K Sell
7,167
-3,012
-30% -$110K 0.03% 412
2022
Q1 		$396K Buy
10,179
+2,127
+26% +$84.1K 0.04% 350
2021
Q4 		$332K Sell
8,052
-22,372
-74% -$920K 0.03% 405
2021
Q3 		$1.26M Buy
30,424
+5,972
+24% +$248K 0.12% 173
2021
Q2 		$1.02M Buy
+24,452
New +$1.01M 0.1% 212

Other funds holding USHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Regal Investment Advisors's USHY Position: Q3 2024 in Review

Regal Investment Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2024, closing a stake of 6,085 shares — an estimated $221K sold.

Regal Investment Advisors first reported a position in USHY in Q2 2021 and held it in 13 quarters. The position peaked at $1.26M in Q3 2021. 500 funds tracked by Wall St. Rank hold USHY as of Q3 2024.

  • Regal Investment Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 6,085 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2024, an estimated $221K.
  • Regal Investment Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2021 and held it in 13 quarters.
  • Regal Investment Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.26M in Q3 2021.
  • 500 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.