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Reilly Financial Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Reilly Financial 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
2021
Q4 		– Sell
-387
Closed -$16K – 1207
2021
Q3 		$16K Buy
+387
New +$16.1K ﹤0.01% 575
2021
Q2 		– Sell
-416
Closed -$17K – 1081
2021
Q1 		$17K Buy
+416
New +$17.1K ﹤0.01% 574

Other funds holding USHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Reilly Financial Advisors's USHY Position: Q4 2021 in Review

Reilly Financial Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2021, closing a stake of 387 shares — an estimated $16K sold.

Reilly Financial Advisors first reported a position in USHY in Q1 2021 and held it in 2 quarters. The position peaked at $17K in Q1 2021. 359 funds tracked by Wall St. Rank hold USHY as of Q4 2021.

  • Reilly Financial Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 387 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2021, an estimated $16K.
  • Reilly Financial Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Reilly Financial Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $17K in Q1 2021.
  • 359 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.