Richard C. Young & Co’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Richard C. Young & Co’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	-852,961	Closed	-$29.5M	–	77
2022 Q2	$29.5M	Sell	852,961 -9,258	-1%	-$339K	3.83%	3
2022 Q1	$33.5M	Sell	862,219 -11,362	-1%	-$449K	4.28%	1
2021 Q4	$36M	Buy	873,581 +14,659	+2%	+$603K	4.54%	1
2021 Q3	$35.6M	Buy	858,922 +9,421	+1%	+$392K	4.89%	1
2021 Q2	$35.4M	Buy	849,501 +19,186	+2%	+$792K	4.5%	1
2021 Q1	$35.2M	Buy	+830,315	New	+$34.2M	4.68%	1

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

Richard C. Young & Co's USHY Position: Q3 2022 in Review

Richard C. Young & Co sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2022, closing a stake of 852,961 shares — an estimated $29.5M sold.

Richard C. Young & Co first reported a position in USHY in Q1 2021 and held it in 6 quarters. The position peaked at $36M in Q4 2021. 345 funds tracked by Wall St. Rank hold USHY as of Q3 2022.

Richard C. Young & Co reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Richard C. Young & Co sold 852,961 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2022, an estimated $29.5M.
Richard C. Young & Co first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
Richard C. Young & Co's iShares Broad USD High Yield Corporate Bond ETF position peaked at $36M 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 Richard C. Young & Co's 13F filing for Q3 2022, filed 10 Nov 2022.