Retirement Solution’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Retirement Solution’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	–	Sell	-9,349	Closed	-$324K	–	46
2023 Q3	$324K	Buy	9,349 +6	+0.1%	+$211	0.11%	30
2023 Q2	$330K	Sell	9,343 -85	-0.9%	-$2.98K	0.11%	33
2023 Q1	$335K	Buy	9,428 +577	+7%	+$20.3K	0.12%	31
2022 Q4	$306K	Sell	8,851 -185	-2%	-$6.39K	0.17%	19
2022 Q3	$304K	Buy	9,036 +46	+0.5%	+$1.64K	0.16%	26
2022 Q2	$311K	Hold	8,990	–	–	0.17%	26
2022 Q1	$349K	Buy	+8,990	New	+$355K	0.15%	30

Other funds holding USHY

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

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Retirement Solution's USHY Position: Q4 2023 in Review

Retirement Solution sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2023, closing a stake of 9,349 shares — an estimated $324K sold.

Retirement Solution first reported a position in USHY in Q1 2022 and held it in 7 quarters. The position peaked at $349K in Q1 2022. 448 funds tracked by Wall St. Rank hold USHY as of Q4 2023.

Retirement Solution reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Retirement Solution sold 9,349 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2023, an estimated $324K.
Retirement Solution first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2022 and held it in 7 quarters.
Retirement Solution's iShares Broad USD High Yield Corporate Bond ETF position peaked at $349K in Q1 2022.
448 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2023.

Based on Retirement Solution's 13F filing for Q4 2023, filed 2 Feb 2024.